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 5-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 | $6,147 | $82,664-92.6% | $125,339-95.1% | $68,494-91.0% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -21.25% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,553 | $6,110-41.9% | $7,446-52.3% | $4,027-11.8% |
| Admin fee / account holder | $953 | $6,275-84.8% | $10,010-90.5% | $5,403-82.4% |