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 | $7,280 | $111,754-93.5% | $103,333-93.0% | $145,922-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -96.53% | 24.77%-121.3pp | 24.88%-121.4pp | 561.29%-657.8pp |
| Employer contribution / active EE | $441 | $4,212-89.5% | $3,868-88.6% | $4,660-90.5% |
| Participant deferral / active EE | $4,370 | $5,619-22.2% | $5,057-13.6% | $6,688-34.7% |
| Admin fee / account holder | $877 | $9,750-91.0% | $8,355-89.5% | $13,397-93.5% |