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 | $12,547 | $72,404-82.7% | $110,238-88.6% | $64,186-80.5% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.3pp | 69.6%+4.9pp |
| Annual return | -8.46% | -6.29%-2.2pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $312 | $2,282-86.3% | $3,826-91.8% | $2,381-86.9% |
| Participant deferral / active EE | $2,333 | $3,469-32.8% | $4,672-50.1% | $3,470-32.8% |
| Admin fee / account holder | $454 | $5,664-92.0% | $8,547-94.7% | $4,888-90.7% |