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 4-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 | $18,799 | $210,408-91.1% | $153,485-87.8% | $145,922-87.1% |
| Participation rate | 71.4% | 82.1%-10.7pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 7.21% | 13.37%-6.2pp | 15.65%-8.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $966 | $6,048-84.0% | $5,039-80.8% | $4,660-79.3% |
| Participant deferral / active EE | $2,384 | $7,975-70.1% | $6,757-64.7% | $6,688-64.4% |
| Admin fee / account holder | $17,749 | $19,419-8.6% | $12,724+39.5% | $13,397+32.5% |