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 | $15,512 | $181,894-91.5% | $156,549-90.1% | $273,961-94.3% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 0.56% | 30.74%-30.2pp | 32.23%-31.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $767 | $6,248-87.7% | $5,501-86.1% | $4,869-84.2% |
| Participant deferral / active EE | $2,319 | $5,550-58.2% | $4,871-52.4% | $5,287-56.1% |
| Admin fee / account holder | $577 | $15,559-96.3% | $13,027-95.6% | $10,132-94.3% |