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 4-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 | $2,213 | $189,613-98.8% | $167,512-98.7% | $142,382-98.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.78% | 2024.68%-2017.9pp | 1615.79%-1609.0pp | 217.08%-210.3pp |
| Employer contribution / active EE | $492 | $4,349-88.7% | $3,882-87.3% | $4,299-88.6% |
| Participant deferral / active EE | $1,354 | $6,981-80.6% | $6,405-78.9% | $6,507-79.2% |
| Admin fee / account holder | $10,000 | $10,528-5.0% | $9,769+2.4% | $12,624-20.8% |