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 6-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 | $9,824 | $167,307-94.1% | $143,757-93.2% | $134,475-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.12% | 0.46%-28.6pp | -0.04%-28.1pp | 417.96%-446.1pp |
| Employer contribution / active EE | $600 | $5,619-89.3% | $4,951-87.9% | $4,740-87.3% |
| Participant deferral / active EE | $6,068 | $6,446-5.9% | $5,637+7.6% | $6,400-5.2% |
| Admin fee / account holder | $362 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |