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 | $21,934 | $71,883-69.5% | $86,677-74.7% | $68,494-68.0% |
| Participation rate | 79.2% | 72.2%+7.0pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -20.63% | 3.52%-24.2pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $416 | $2,173-80.9% | $2,836-85.4% | $2,596-84.0% |
| Participant deferral / active EE | $2,141 | $3,779-43.3% | $4,656-54.0% | $4,027-46.8% |
| Admin fee / account holder | $1,309 | $6,112-78.6% | $7,493-82.5% | $5,403-75.8% |