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 8-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 | $4,507 | $57,281-92.1% | $86,612-94.8% | $75,163-94.0% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 11.87% | 2670.75%-2658.9pp | 591.07%-579.2pp | 160.62%-148.7pp |
| Employer contribution / active EE | $169 | $2,314-92.7% | $3,022-94.4% | $2,670-93.7% |
| Participant deferral / active EE | $1,123 | $3,318-66.2% | $4,438-74.7% | $4,125-72.8% |
| Admin fee / account holder | $1,338 | $4,112-67.5% | $5,614-76.2% | $5,651-76.3% |