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 | $1,366 | $74,888-98.2% | $71,209-98.1% | $142,382-99.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.31% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $391 | $2,854-86.3% | $2,721-85.6% | $4,299-90.9% |
| Participant deferral / active EE | $679 | $4,454-84.8% | $4,175-83.7% | $6,507-89.6% |
| Admin fee / account holder | $1,594 | $5,568-71.4% | $5,349-70.2% | $12,624-87.4% |