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 | $19,079 | $214,378-91.1% | $200,582-90.5% | $142,382-86.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 5.29% | 46.41%-41.1pp | 42.33%-37.0pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,584 | $6,841-76.8% | $6,419-75.3% | $4,299-63.2% |
| Participant deferral / active EE | $1,804 | $9,865-81.7% | $9,331-80.7% | $6,507-72.3% |
| Admin fee / account holder | $3,218 | $17,692-81.8% | $16,305-80.3% | $12,624-74.5% |