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 | $15,875 | $124,319-87.2% | $111,297-85.7% | $167,490-90.5% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 7.53% | 37.44%-29.9pp | 54.65%-47.1pp | 478.56%-471.0pp |
| Employer contribution / active EE | $693 | $3,435-79.8% | $2,731-74.6% | $4,837-85.7% |
| Participant deferral / active EE | $1,888 | $5,180-63.6% | $4,487-57.9% | $6,341-70.2% |
| Admin fee / account holder | $30,146 | $10,618+183.9% | $7,964+278.5% | $12,309+144.9% |