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 3-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 | $2,134 | $104,974-98.0% | $95,585-97.8% | $142,382-98.5% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | -25.05% | 210.33%-235.4pp | 38.56%-63.6pp | 217.08%-242.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,445 | $4,352-43.8% | $4,023-39.2% | $6,507-62.4% |
| Admin fee / account holder | $634 | $6,386-90.1% | $6,127-89.7% | $12,624-95.0% |