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 | $1,345 | $27,641-95.1% | $61,373-97.8% | $68,494-98.0% |
| Participation rate | 79.1% | 39.5%+39.6pp | 52.6%+26.5pp | 67.9%+11.2pp |
| Annual return | -52.27% | -13.24%-39.0pp | 338.61%-390.9pp | -7.84%-44.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $834 | $1,263-34.0% | $2,125-60.8% | $4,027-79.3% |
| Admin fee / account holder | $660 | $2,010-67.1% | $2,130-69.0% | $5,403-87.8% |