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 | $33,185 | $88,083-62.3% | $164,813-79.9% | $74,495-55.5% |
| Participation rate | 77.7% | 73.0%+4.6pp | 78.6%-0.9pp | 67.2%+10.5pp |
| Annual return | 11.15% | 17.26%-6.1pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $513 | $2,593-80.2% | $4,341-88.2% | $2,623-80.4% |
| Participant deferral / active EE | $4,105 | $4,498-8.7% | $6,031-31.9% | $4,346-5.5% |
| Admin fee / account holder | $5,650 | $2,234+153.0% | $12,690-55.5% | $1,942+191.0% |