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 | $8,576 | $82,664-89.6% | $125,339-93.2% | $68,494-87.5% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -21.81% | -5.97%-15.8pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,533 | $6,110-42.2% | $7,446-52.6% | $4,027-12.3% |
| Admin fee / account holder | $345 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |