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 6-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 | $28,262 | $148,978-81.0% | $200,582-85.9% | $84,808-66.7% |
| Participation rate | 87.3% | 84.2%+3.0pp | 86.9%+0.4pp | 68.3%+19.0pp |
| Annual return | 11.71% | 28.16%-16.5pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $950 | $4,815-80.3% | $6,419-85.2% | $2,631-63.9% |
| Participant deferral / active EE | $3,270 | $7,142-54.2% | $9,331-65.0% | $4,212-22.4% |
| Admin fee / account holder | $9,515 | $13,977-31.9% | $16,305-41.6% | $7,344+29.6% |