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 | $10,260 | $57,354-82.1% | $83,848-87.8% | $64,186-84.0% |
| Participation rate | 93.3% | 68.6%+24.7pp | 76.1%+17.2pp | 69.6%+23.8pp |
| Annual return | -10.78% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $395 | $2,545-84.5% | $3,631-89.1% | $2,381-83.4% |
| Participant deferral / active EE | $2,633 | $2,993-12.0% | $4,082-35.5% | $3,470-24.1% |
| Admin fee / account holder | $636 | $4,046-84.3% | $5,478-88.4% | $4,888-87.0% |