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 | $27,426 | $86,929-68.5% | $102,423-73.2% | $80,856-66.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 1.31% | 18.88%-17.6pp | 29.32%-28.0pp | 35.59%-34.3pp |
| Employer contribution / active EE | $4,039 | $2,369+70.5% | $3,023+33.6% | $2,755+46.6% |
| Participant deferral / active EE | $1,444 | $4,118-64.9% | $5,053-71.4% | $4,296-66.4% |
| Admin fee / account holder | $487 | $8,049-94.0% | $9,451-94.8% | $6,918-93.0% |