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 | $29,079 | $160,055-81.8% | $140,016-79.2% | $135,375-78.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.43% | 911.38%-921.8pp | 651.12%-661.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,495 | $6,420-76.7% | $5,606-73.3% | $4,779-68.7% |
| Participant deferral / active EE | $5,785 | $7,642-24.3% | $6,927-16.5% | $5,609+3.1% |
| Admin fee / account holder | $310 | $13,328-97.7% | $10,705-97.1% | $10,827-97.1% |