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 | $22,835 | $209,411-89.1% | $178,490-87.2% | $158,922-85.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.00% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $4,998 | $5,706-12.4% | $5,011-0.2% | $4,761+5.0% |
| Participant deferral / active EE | $594 | $5,954-90.0% | $5,202-88.6% | $5,982-90.1% |
| Admin fee / account holder | $545 | $17,074-96.8% | $13,984-96.1% | $11,246-95.1% |