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 | $3,982 | $92,222-95.7% | $76,768-94.8% | $135,375-97.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -15.99% | 5.46%-21.4pp | 2.43%-18.4pp | 519.73%-535.7pp |
| Employer contribution / active EE | $900 | $3,216-72.0% | $2,485-63.8% | $4,779-81.2% |
| Participant deferral / active EE | $2,584 | $4,509-42.7% | $3,852-32.9% | $5,609-53.9% |
| Admin fee / account holder | $853 | $10,748-92.1% | $6,675-87.2% | $10,827-92.1% |