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 8-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 | $2,803 | $56,114-95.0% | $96,139-97.1% | $85,850-96.7% |
| Participation rate | 87.5% | 56.7%+30.8pp | 68.4%+19.1pp | 69.3%+18.2pp |
| Annual return | -0.59% | 42.30%-42.9pp | 191.94%-192.5pp | 318.53%-319.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,761 | $2,859-38.4% | $4,349-59.5% | $3,952-55.4% |
| Admin fee / account holder | $411 | $3,768-89.1% | $5,537-92.6% | $6,260-93.4% |