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 | $6,175 | $65,561-90.6% | $86,188-92.8% | $75,163-91.8% |
| Participation rate | 82.4% | 60.5%+21.9pp | 69.0%+13.5pp | 67.2%+15.2pp |
| Annual return | 12.12% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $318 | $1,553-79.5% | $2,380-86.6% | $2,670-88.1% |
| Participant deferral / active EE | $1,393 | $3,024-53.9% | $3,985-65.0% | $4,125-66.2% |
| Admin fee / account holder | $769 | $5,474-85.9% | $6,852-88.8% | $5,651-86.4% |