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 3-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 | $5,480 | $179,726-97.0% | $156,263-96.5% | $142,382-96.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.14% | 77.86%-69.7pp | 59.47%-51.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $920 | $5,069-81.9% | $4,333-78.8% | $4,299-78.6% |
| Participant deferral / active EE | $4,310 | $6,956-38.0% | $6,158-30.0% | $6,507-33.8% |
| Admin fee / account holder | $794 | $17,272-95.4% | $14,255-94.4% | $12,624-93.7% |