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 | $16,596 | $81,900-79.7% | $119,609-86.1% | $68,494-75.8% |
| Participation rate | 80.5% | 71.9%+8.6pp | 79.3%+1.2pp | 67.9%+12.6pp |
| Annual return | -23.41% | -23.82%+0.4pp | -14.97%-8.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $512 | $2,693-81.0% | $4,232-87.9% | $2,596-80.3% |
| Participant deferral / active EE | $4,161 | $4,148+0.3% | $5,602-25.7% | $4,027+3.3% |
| Admin fee / account holder | $1,393 | $6,582-78.8% | $10,323-86.5% | $5,403-74.2% |