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 | $19,053 | $201,272-90.5% | $184,203-89.7% | $145,922-86.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.57% | 29.00%-26.4pp | 28.81%-26.2pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,249 | $7,022-82.2% | $6,427-80.6% | $4,660-73.2% |
| Participant deferral / active EE | $6,470 | $9,806-34.0% | $9,131-29.1% | $6,688-3.3% |
| Admin fee / account holder | $4,064 | $16,364-75.2% | $13,901-70.8% | $13,397-69.7% |