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 | $20,186 | $81,460-75.2% | $103,333-80.5% | $80,856-75.0% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 9.93% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $415 | $3,105-86.6% | $3,868-89.3% | $2,755-84.9% |
| Participant deferral / active EE | $2,694 | $3,869-30.4% | $5,057-46.7% | $4,296-37.3% |
| Admin fee / account holder | $2,931 | $6,566-55.4% | $8,355-64.9% | $6,918-57.6% |