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.)
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 | $5,876 | $73,004-92.0% | $90,749-93.5% | $68,494-91.4% |
| Participation rate | 72.4% | 70.8%+1.6pp | 75.7%-3.3pp | 67.9%+4.5pp |
| Annual return | -17.51% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,028 | $3,627-44.1% | $4,564-55.6% | $4,027-49.6% |
| Admin fee / account holder | $1,283 | $5,896-78.2% | $8,445-84.8% | $5,403-76.3% |