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 6-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 | $5,659 | $90,348-93.7% | $75,972-92.6% | $145,922-96.1% |
| Participation rate | 95.5% | 74.5%+21.0pp | 69.1%+26.4pp | 80.3%+15.2pp |
| Annual return | 8.02% | 620.88%-612.9pp | 359.55%-351.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,410 | $5,162-53.3% | $4,255-43.4% | $6,688-64.0% |
| Admin fee / account holder | $340 | $8,467-96.0% | $6,467-94.7% | $13,397-97.5% |