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 | $22,731 | $214,378-89.4% | $200,582-88.7% | $142,382-84.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 9.01% | 46.41%-37.4pp | 42.33%-33.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,390 | $6,841-79.7% | $6,419-78.3% | $4,299-67.7% |
| Participant deferral / active EE | $2,848 | $9,865-71.1% | $9,331-69.5% | $6,507-56.2% |
| Admin fee / account holder | $1,530 | $17,692-91.4% | $16,305-90.6% | $12,624-87.9% |