See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,710 | $148,978-74.7% | $200,582-81.2% | $84,808-55.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.73% | 28.16%-18.4pp | 42.33%-32.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,400 | $4,815-50.2% | $6,419-62.6% | $2,631-8.8% |
| Participant deferral / active EE | $615 | $7,142-91.4% | $9,331-93.4% | $4,212-85.4% |
| Admin fee / account holder | $1,779 | $13,977-87.3% | $16,305-89.1% | $7,344-75.8% |