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 | $38,920 | $138,347-71.9% | $184,203-78.9% | $80,856-51.9% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | 9.94% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,827 | $4,850-21.1% | $6,427-40.5% | $2,755+38.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,171 | $10,483-69.8% | $13,901-77.2% | $6,918-54.2% |