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 | $23,537 | $153,772-84.7% | $133,980-82.4% | $273,961-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -26.51% | 36.51%-63.0pp | 29.30%-55.8pp | 41.45%-68.0pp |
| Employer contribution / active EE | $2,515 | $6,029-58.3% | $5,211-51.8% | $4,869-48.4% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $849 | $11,765-92.8% | $9,324-90.9% | $10,132-91.6% |