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 6-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 | $11,016 | $124,319-91.1% | $111,297-90.1% | $167,490-93.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.50% | 37.44%-31.9pp | 54.65%-49.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $662 | $3,435-80.7% | $2,731-75.8% | $4,837-86.3% |
| Participant deferral / active EE | $5,116 | $5,180-1.2% | $4,487+14.0% | $6,341-19.3% |
| Admin fee / account holder | $1,839 | $10,618-82.7% | $7,964-76.9% | $12,309-85.1% |