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 | $15,982 | $202,318-92.1% | $172,739-90.7% | $152,861-89.5% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 3.14% | 1029.65%-1026.5pp | 802.84%-799.7pp | 345.32%-342.2pp |
| Employer contribution / active EE | $346 | $5,856-94.1% | $5,143-93.3% | $4,762-92.7% |
| Participant deferral / active EE | $2,196 | $5,948-63.1% | $5,198-57.7% | $5,850-62.5% |
| Admin fee / account holder | $5,389 | $17,109-68.5% | $13,954-61.4% | $11,596-53.5% |