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 8-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 | $7,650 | $78,926-90.3% | $136,749-94.4% | $84,808-91.0% |
| Participation rate | 70.0% | 62.2%+7.8pp | 72.1%-2.1pp | 68.3%+1.7pp |
| Annual return | 10.27% | 18.17%-7.9pp | 24.33%-14.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,840 | $3,168-41.9% | $4,692-60.8% | $4,212-56.3% |
| Admin fee / account holder | $1,527 | $6,369-76.0% | $11,386-86.6% | $7,344-79.2% |