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 | $32,577 | $471,255-93.1% | $493,514-93.4% | $357,791-90.9% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | -5.67% | -8.27%+2.6pp | -7.53%+1.9pp | 396.79%-402.5pp |
| Employer contribution / active EE | $3,552 | $7,367-51.8% | $6,745-47.3% | $7,508-52.7% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $5,449 | $29,116-81.3% | $31,190-82.5% | $28,387-80.8% |