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 | $16,625 | $78,672-78.9% | $109,143-84.8% | $85,850-80.6% |
| Participation rate | 77.3% | 68.3%+9.0pp | 75.9%+1.4pp | 69.3%+8.0pp |
| Annual return | 7.87% | 25.09%-17.2pp | 25.75%-17.9pp | 318.53%-310.7pp |
| Employer contribution / active EE | $3,464 | $2,735+26.7% | $3,722-6.9% | $2,565+35.1% |
| Participant deferral / active EE | $110 | $3,467-96.8% | $4,653-97.6% | $3,952-97.2% |
| Admin fee / account holder | $2,032 | $5,469-62.8% | $6,752-69.9% | $6,260-67.5% |