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 6-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 | $9,916 | $210,648-95.3% | $177,989-94.4% | $145,922-93.2% |
| Participation rate | 73.3% | 80.8%-7.4pp | 77.1%-3.8pp | 80.3%-6.9pp |
| Annual return | 0.79% | 385.86%-385.1pp | 294.48%-293.7pp | 561.29%-560.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,507 | $6,958-49.6% | $6,276-44.1% | $6,688-47.6% |
| Admin fee / account holder | $1,001 | $12,013-91.7% | $10,363-90.3% | $13,397-92.5% |