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 | $9,842 | $81,460-87.9% | $103,333-90.5% | $80,856-87.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.68% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $4,828 | $3,105+55.5% | $3,868+24.8% | $2,755+75.3% |
| Participant deferral / active EE | $993 | $3,869-74.3% | $5,057-80.4% | $4,296-76.9% |
| Admin fee / account holder | $4,273 | $6,566-34.9% | $8,355-48.9% | $6,918-38.2% |