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 7-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.)
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 | $3,785 | $88,594-95.7% | $70,092-94.6% | $134,475-97.2% |
| Participation rate | 90.5% | 74.9%+15.5pp | 70.5%+20.0pp | 81.2%+9.3pp |
| Annual return | -13.82% | 442.67%-456.5pp | 190.73%-204.6pp | 417.96%-431.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,482 | $4,772-48.0% | $3,849-35.5% | $6,400-61.2% |
| Admin fee / account holder | $1,575 | $10,441-84.9% | $6,267-74.9% | $11,426-86.2% |