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 5-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 | $1,571 | $167,307-99.1% | $143,757-98.9% | $134,475-98.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.43% | 0.46%-30.9pp | -0.04%-30.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $695 | $5,619-87.6% | $4,951-86.0% | $4,740-85.3% |
| Participant deferral / active EE | $3,265 | $6,446-49.3% | $5,637-42.1% | $6,400-49.0% |
| Admin fee / account holder | $840 | $18,088-95.4% | $14,673-94.3% | $11,426-92.6% |