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 | $3,730 | $209,411-98.2% | $178,490-97.9% | $158,922-97.7% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | -27.22% | 188.75%-216.0pp | 151.07%-178.3pp | 302.83%-330.0pp |
| Employer contribution / active EE | $460 | $5,706-91.9% | $5,011-90.8% | $4,761-90.3% |
| Participant deferral / active EE | $2,023 | $5,954-66.0% | $5,202-61.1% | $5,982-66.2% |
| Admin fee / account holder | $1,109 | $17,074-93.5% | $13,984-92.1% | $11,246-90.1% |