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 10-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 | $7,761 | $140,588-94.5% | $123,104-93.7% | $125,391-93.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -15.38% | 16.80%-32.2pp | 13.22%-28.6pp | 282.22%-297.6pp |
| Employer contribution / active EE | $1,017 | $6,041-83.2% | $5,151-80.3% | $4,866-79.1% |
| Participant deferral / active EE | $2,604 | $6,980-62.7% | $6,230-58.2% | $5,352-51.3% |
| Admin fee / account holder | $835 | $11,198-92.5% | $9,015-90.7% | $9,540-91.2% |