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 | $14,692 | $52,519-72.0% | $155,790-90.6% | $59,632-75.4% |
| Participation rate | 85.3% | 61.7%+23.6pp | 76.1%+9.2pp | 68.7%+16.6pp |
| Annual return | -2.79% | 53.51%-56.3pp | 71.54%-74.3pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $1,482 | $1,589-6.8% | $3,836-61.4% | $2,203-32.7% |
| Participant deferral / active EE | $2,394 | $3,084-22.4% | $4,797-50.1% | $3,192-25.0% |
| Admin fee / account holder | $737 | $3,540-79.2% | $7,478-90.1% | $4,297-82.8% |