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 | $172,813 | $297,529-41.9% | $246,525-29.9% | $357,791-51.7% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | -17.33% | -2.25%-15.1pp | 0.46%-17.8pp | 396.79%-414.1pp |
| Employer contribution / active EE | $1,700 | $8,709-80.5% | $7,467-77.2% | $7,508-77.4% |
| Participant deferral / active EE | $8,941 | $6,076+47.2% | $5,422+64.9% | $5,521+62.0% |
| Admin fee / account holder | $4,642 | $16,212-71.4% | $16,551-72.0% | $28,387-83.6% |