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 | $20,027 | $185,822-89.2% | $169,993-88.2% | $139,434-85.6% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 5.82% | 60.50%-54.7pp | 53.37%-47.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,334 | $7,590-82.4% | $6,785-80.3% | $4,751-71.9% |
| Participant deferral / active EE | $3,373 | $11,622-71.0% | $10,408-67.6% | $6,710-49.7% |
| Admin fee / account holder | $38,633 | $15,381+151.2% | $12,815+201.5% | $11,403+238.8% |