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 10-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 | $22,192 | $80,968-72.6% | $96,544-77.0% | $75,163-70.5% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 12.54% | 27.06%-14.5pp | 25.84%-13.3pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,637 | $3,928-7.4% | $4,851-25.0% | $4,125-11.8% |
| Admin fee / account holder | $792 | $6,724-88.2% | $8,252-90.4% | $5,651-86.0% |