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.
Employer 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 | $8,962 | $48,046-81.3% | $84,611-89.4% | $72,985-87.7% |
| Participation rate | 83.1% | 57.6%+25.5pp | 68.2%+14.8pp | 69.5%+13.6pp |
| Annual return | 12.79% | 37.38%-24.6pp | 258.74%-246.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $119 | $1,602-92.6% | $2,652-95.5% | $2,440-95.1% |
| Participant deferral / active EE | $823 | $2,680-69.3% | $3,899-78.9% | $3,607-77.2% |
| Admin fee / account holder | $6,758 | $3,395+99.1% | $4,912+37.6% | $5,124+31.9% |