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 | $2,126 | $181,894-98.8% | $156,549-98.6% | $273,961-99.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | -5.03% | 30.74%-35.8pp | 32.23%-37.3pp | 41.45%-46.5pp |
| Employer contribution / active EE | -$204 | $6,248-103.3% | $5,501-103.7% | $4,869-104.2% |
| Participant deferral / active EE | $2,302 | $5,550-58.5% | $4,871-52.7% | $5,287-56.5% |
| Admin fee / account holder | $419 | $15,559-97.3% | $13,027-96.8% | $10,132-95.9% |