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 | $21,515 | $217,402-90.1% | $185,823-88.4% | $167,490-87.2% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 5.42% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,083 | $6,356-51.5% | $5,568-44.6% | $6,341-51.4% |
| Admin fee / account holder | $905 | $19,811-95.4% | $16,237-94.4% | $12,309-92.6% |