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 | $19,774 | $149,734-86.8% | $118,925-83.4% | $158,922-87.6% |
| Participation rate | 94.7% | 82.1%+12.7pp | 75.4%+19.4pp | 82.0%+12.8pp |
| Annual return | 4.19% | 19.95%-15.8pp | 35.88%-31.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $964 | $4,115-76.6% | $3,263-70.5% | $4,761-79.8% |
| Participant deferral / active EE | $699 | $5,223-86.6% | $4,265-83.6% | $5,982-88.3% |
| Admin fee / account holder | $9,328 | $8,603+8.4% | $6,581+41.7% | $11,246-17.1% |