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 9-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 | $13,225 | $84,233-84.3% | $170,442-92.2% | $70,131-81.1% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 8.54% | 23.06%-14.5pp | 205.93%-197.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $706 | $3,387-79.2% | $5,433-87.0% | $2,342-69.9% |
| Participant deferral / active EE | $459 | $3,086-85.1% | $4,939-90.7% | $3,332-86.2% |
| Admin fee / account holder | $8,427 | $5,698+47.9% | $13,880-39.3% | $4,645+81.4% |