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 9-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 | $11,844 | $142,344-91.7% | $119,609-90.1% | $134,475-91.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.60% | -12.44%-8.2pp | -14.97%-5.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $72 | $5,222-98.6% | $4,232-98.3% | $4,740-98.5% |
| Participant deferral / active EE | $2,965 | $6,469-54.2% | $5,602-47.1% | $6,400-53.7% |
| Admin fee / account holder | $1,673 | $13,584-87.7% | $10,323-83.8% | $11,426-85.4% |