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 | $10,480 | $77,145-86.4% | $108,410-90.3% | $85,850-87.8% |
| Participation rate | 79.3% | 74.7%+4.6pp | 80.1%-0.8pp | 69.3%+10.0pp |
| Annual return | 12.65% | 44.54%-31.9pp | 905.27%-892.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,067 | $5,566-26.9% | $6,563-38.0% | $3,952+2.9% |
| Admin fee / account holder | $2,786 | $5,172-46.1% | $7,295-61.8% | $6,260-55.5% |