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 4-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 | $5,203 | $159,602-96.7% | $150,045-96.5% | $142,382-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.42% | 70.24%-69.8pp | 62.55%-62.1pp | 217.08%-216.7pp |
| Employer contribution / active EE | $392 | $4,961-92.1% | $4,693-91.7% | $4,299-90.9% |
| Participant deferral / active EE | $3,209 | $8,310-61.4% | $7,997-59.9% | $6,507-50.7% |
| Admin fee / account holder | $12,689 | $14,846-14.5% | $13,435-5.6% | $12,624+0.5% |