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 | $2,839 | $64,839-95.6% | $95,585-97.0% | $84,808-96.7% |
| Participation rate | 74.4% | 63.8%+10.5pp | 72.1%+2.3pp | 68.3%+6.0pp |
| Annual return | 9.62% | -670.96%+680.6pp | 38.56%-28.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,718 | $2,965-42.0% | $4,023-57.3% | $4,212-59.2% |
| Admin fee / account holder | $747 | $5,964-87.5% | $6,127-87.8% | $7,344-89.8% |