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 | $9,934 | $59,107-83.2% | $86,436-88.5% | $68,494-85.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.05% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,938 | $5,901+34.5% | $6,952+14.2% | $4,027+97.1% |
| Admin fee / account holder | $1,838 | $5,637-67.4% | $6,731-72.7% | $5,403-66.0% |