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 | $12,363 | $69,010-82.1% | $159,960-92.3% | $68,494-82.0% |
| Participation rate | 90.0% | 65.4%+24.6pp | 78.0%+12.0pp | 67.9%+22.1pp |
| Annual return | -34.16% | -9.65%-24.5pp | 408.60%-442.8pp | -7.84%-26.3pp |
| Employer contribution / active EE | $1,084 | $2,213-51.0% | $4,226-74.3% | $2,596-58.2% |
| Participant deferral / active EE | $3,008 | $4,212-28.6% | $6,182-51.4% | $4,027-25.3% |
| Admin fee / account holder | $11,018 | $4,798+129.6% | $8,698+26.7% | $5,403+103.9% |