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.)
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 | $6,425 | $59,107-89.1% | $86,436-92.6% | $68,494-90.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.00% | -0.23%-14.8pp | 4394.89%-4409.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,483 | $5,901+43.8% | $6,952+22.0% | $4,027+110.7% |
| Admin fee / account holder | $2,576 | $5,637-54.3% | $6,731-61.7% | $5,403-52.3% |