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 | $31,304 | $109,413-71.4% | $156,263-80.0% | $84,808-63.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.68% | 20.18%-8.5pp | 59.47%-47.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $517 | $2,907-82.2% | $4,333-88.1% | $2,631-80.4% |
| Participant deferral / active EE | $5,479 | $4,590+19.4% | $6,158-11.0% | $4,212+30.1% |
| Admin fee / account holder | $472 | $9,357-95.0% | $14,255-96.7% | $7,344-93.6% |