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 10-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.
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 | $11,211 | $133,958-91.6% | $112,228-90.0% | $134,475-91.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.50% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,419 | $4,038-64.9% | $3,635-61.0% | $4,740-70.1% |
| Participant deferral / active EE | $2,335 | $5,291-55.9% | $4,728-50.6% | $6,400-63.5% |
| Admin fee / account holder | $1,293 | $7,489-82.7% | $6,410-79.8% | $11,426-88.7% |