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 | $1,065 | $27,641-96.1% | $61,373-98.3% | $68,494-98.4% |
| Participation rate | 90.6% | 39.5%+51.1pp | 52.6%+38.1pp | 67.9%+22.7pp |
| Annual return | -38.62% | -13.24%-25.4pp | 338.61%-377.2pp | -7.84%-30.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,388 | $1,263+9.9% | $2,125-34.7% | $4,027-65.5% |
| Admin fee / account holder | $790 | $2,010-60.7% | $2,130-62.9% | $5,403-85.4% |