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 | $20,419 | $150,440-86.4% | $136,294-85.0% | $147,584-86.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 1.09% | 1049.08%-1048.0pp | 5155.94%-5154.8pp | 578.55%-577.5pp |
| Employer contribution / active EE | $563 | $5,256-89.3% | $4,695-88.0% | $4,876-88.5% |
| Participant deferral / active EE | $2,456 | $6,630-63.0% | $6,247-60.7% | $5,439-54.8% |
| Admin fee / account holder | $1,017 | $10,905-90.7% | $9,243-89.0% | $10,885-90.7% |