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 | $25,989 | $209,411-87.6% | $178,490-85.4% | $158,922-83.6% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | -1.06% | 188.75%-189.8pp | 151.07%-152.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $575 | $5,706-89.9% | $5,011-88.5% | $4,761-87.9% |
| Participant deferral / active EE | $3,450 | $5,954-42.1% | $5,202-33.7% | $5,982-42.3% |
| Admin fee / account holder | $33,019 | $17,074+93.4% | $13,984+136.1% | $11,246+193.6% |