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 | $18,209 | $144,119-87.4% | $117,854-84.5% | $147,584-87.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.34% | 531.15%-526.8pp | 335.08%-330.7pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,476 | $4,896-69.9% | $3,786-61.0% | $4,876-69.7% |
| Participant deferral / active EE | $918 | $5,316-82.7% | $4,482-79.5% | $5,439-83.1% |
| Admin fee / account holder | $1,607 | $10,886-85.2% | $8,020-80.0% | $10,885-85.2% |