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 | $16,215 | $95,803-83.1% | $113,168-85.7% | $84,808-80.9% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 10.88% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $200 | $2,360-91.5% | $2,975-93.3% | $2,631-92.4% |
| Participant deferral / active EE | $1,967 | $4,242-53.6% | $5,107-61.5% | $4,212-53.3% |
| Admin fee / account holder | $3,361 | $8,989-62.6% | $12,068-72.1% | $7,344-54.2% |