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 | $7,791 | $48,046-83.8% | $84,611-90.8% | $72,985-89.3% |
| Participation rate | 81.8% | 57.6%+24.2pp | 68.2%+13.6pp | 69.5%+12.3pp |
| Annual return | 13.38% | 37.38%-24.0pp | 258.74%-245.4pp | 81.00%-67.6pp |
| Employer contribution / active EE | $442 | $1,602-72.4% | $2,652-83.3% | $2,440-81.9% |
| Participant deferral / active EE | $555 | $2,680-79.3% | $3,899-85.8% | $3,607-84.6% |
| Admin fee / account holder | $318 | $3,395-90.6% | $4,912-93.5% | $5,124-93.8% |