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 | $663 | $30,400-97.8% | $53,898-98.8% | $84,808-99.2% |
| Participation rate | 96.4% | 46.4%+50.0pp | 55.0%+41.5pp | 68.3%+28.1pp |
| Annual return | 12.94% | 500.19%-487.2pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $450 | $1,199-62.5% | $1,826-75.4% | $4,212-89.3% |
| Admin fee / account holder | $851 | $1,993-57.3% | $2,491-65.8% | $7,344-88.4% |