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.)
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 | $8,565 | $82,664-89.6% | $125,339-93.2% | $68,494-87.5% |
| Participation rate | 75.9% | 75.0%+0.9pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -16.52% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,189 | $6,110+1.3% | $7,446-16.9% | $4,027+53.7% |
| Admin fee / account holder | $1,686 | $6,275-73.1% | $10,010-83.2% | $5,403-68.8% |