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 | $9,892 | $46,674-78.8% | $117,472-91.6% | $68,494-85.6% |
| Participation rate | 95.1% | 56.8%+38.3pp | 70.6%+24.5pp | 67.9%+27.2pp |
| Annual return | -21.03% | -14.52%-6.5pp | 29.74%-50.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,825 | $2,636+7.2% | $4,070-30.6% | $4,027-29.9% |
| Admin fee / account holder | $908 | $4,020-77.4% | $5,645-83.9% | $5,403-83.2% |