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 | $8,063 | $81,460-90.1% | $103,333-92.2% | $80,856-90.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 7.61% | 25.55%-17.9pp | 24.88%-17.3pp | 35.59%-28.0pp |
| Employer contribution / active EE | $647 | $3,105-79.2% | $3,868-83.3% | $2,755-76.5% |
| Participant deferral / active EE | $1,892 | $3,869-51.1% | $5,057-62.6% | $4,296-55.9% |
| Admin fee / account holder | $3,523 | $6,566-46.3% | $8,355-57.8% | $6,918-49.1% |