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 | $16,308 | $152,587-89.3% | $125,175-87.0% | $152,861-89.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 9.50% | 54.84%-45.3pp | 43.79%-34.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $887 | $4,946-82.1% | $3,865-77.1% | $4,762-81.4% |
| Participant deferral / active EE | $8,883 | $5,868+51.4% | $4,937+79.9% | $5,850+51.8% |
| Admin fee / account holder | $13,983 | $13,434+4.1% | $9,702+44.1% | $11,596+20.6% |