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 | $8,920 | $150,187-94.1% | $120,354-92.6% | $145,922-93.9% |
| Participation rate | 76.2% | 78.8%-2.6pp | 71.9%+4.3pp | 80.3%-4.1pp |
| Annual return | 2.33% | 154.07%-151.7pp | 107.15%-104.8pp | 561.29%-559.0pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,049 | $6,173-34.4% | $4,991-18.9% | $6,688-39.5% |
| Admin fee / account holder | $757 | $12,207-93.8% | $9,423-92.0% | $13,397-94.3% |