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 | $20,443 | $183,963-88.9% | $162,163-87.4% | $152,861-86.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 12.46% | 150.76%-138.3pp | 115.59%-103.1pp | 345.32%-332.9pp |
| Employer contribution / active EE | $5,839 | $6,371-8.4% | $5,614+4.0% | $4,762+22.6% |
| Participant deferral / active EE | $2,218 | $8,034-72.4% | $7,298-69.6% | $5,850-62.1% |
| Admin fee / account holder | $5,689 | $13,121-56.6% | $10,843-47.5% | $11,596-50.9% |