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 | $20,165 | $105,181-80.8% | $159,436-87.4% | $85,850-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 3.00% | 45.07%-42.1pp | 263.57%-260.6pp | 318.53%-315.5pp |
| Employer contribution / active EE | $5,819 | $3,318+75.4% | $4,829+20.5% | $2,565+126.9% |
| Participant deferral / active EE | $2,442 | $5,945-58.9% | $7,352-66.8% | $3,952-38.2% |
| Admin fee / account holder | $12,482 | $6,933+80.0% | $10,799+15.6% | $6,260+99.4% |