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 | $7,467 | $57,281-87.0% | $86,612-91.4% | $75,163-90.1% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 7.46% | 2670.75%-2663.3pp | 591.07%-583.6pp | 160.62%-153.2pp |
| Employer contribution / active EE | $78 | $2,314-96.6% | $3,022-97.4% | $2,670-97.1% |
| Participant deferral / active EE | $1,326 | $3,318-60.0% | $4,438-70.1% | $4,125-67.8% |
| Admin fee / account holder | $824 | $4,112-80.0% | $5,614-85.3% | $5,651-85.4% |