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 | $15,913 | $100,754-84.2% | $86,677-81.6% | $134,475-88.2% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -21.54% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $507 | $3,489-85.5% | $2,836-82.1% | $4,740-89.3% |
| Participant deferral / active EE | $3,383 | $5,338-36.6% | $4,656-27.3% | $6,400-47.1% |
| Admin fee / account holder | $2,088 | $10,926-80.9% | $7,493-72.1% | $11,426-81.7% |