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 5-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 | $3,866 | $95,416-95.9% | $185,823-97.9% | $85,850-95.5% |
| Participation rate | 73.9% | 68.8%+5.2pp | 81.7%-7.8pp | 69.3%+4.6pp |
| Annual return | -25.95% | 23.59%-49.5pp | 122.05%-148.0pp | 318.53%-344.5pp |
| Employer contribution / active EE | $326 | $3,314-90.2% | $5,167-93.7% | $2,565-87.3% |
| Participant deferral / active EE | $1,616 | $3,423-52.8% | $5,568-71.0% | $3,952-59.1% |
| Admin fee / account holder | $1,226 | $7,213-83.0% | $16,237-92.5% | $6,260-80.4% |