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 | $14,010 | $57,354-75.6% | $83,848-83.3% | $64,186-78.2% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.6pp | 69.6%+17.2pp |
| Annual return | -8.64% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,054 | $2,545+59.3% | $3,631+11.6% | $2,381+70.3% |
| Participant deferral / active EE | $1,367 | $2,993-54.3% | $4,082-66.5% | $3,470-60.6% |
| Admin fee / account holder | $1,813 | $4,046-55.2% | $5,478-66.9% | $4,888-62.9% |