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 | $11,841 | $107,934-89.0% | $91,989-87.1% | $152,861-92.3% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | -41.28% | 89.24%-130.5pp | 69.02%-110.3pp | 345.32%-386.6pp |
| Employer contribution / active EE | $385 | $4,210-90.9% | $3,452-88.9% | $4,762-91.9% |
| Participant deferral / active EE | $7,307 | $6,364+14.8% | $5,923+23.4% | $5,850+24.9% |
| Admin fee / account holder | $2,296 | $10,520-78.2% | $7,743-70.4% | $11,596-80.2% |