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 | $11,635 | $59,805-80.5% | $79,550-85.4% | $68,494-83.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -21.65% | -12.30%-9.4pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,464 | $1,505-2.7% | $2,413-39.3% | $2,596-43.6% |
| Participant deferral / active EE | $2,252 | $3,024-25.5% | $3,985-43.5% | $4,027-44.1% |
| Admin fee / account holder | $872 | $4,835-82.0% | $6,832-87.2% | $5,403-83.9% |