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 5-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 | $16,982 | $93,571-81.9% | $135,903-87.5% | $75,163-77.4% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 7.56% | 30.90%-23.3pp | 68.23%-60.7pp | 160.62%-153.1pp |
| Employer contribution / active EE | $500 | $3,537-85.9% | $4,856-89.7% | $2,670-81.3% |
| Participant deferral / active EE | $8,230 | $6,404+28.5% | $7,758+6.1% | $4,125+99.5% |
| Admin fee / account holder | $887 | $6,975-87.3% | $10,762-91.8% | $5,651-84.3% |