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 | $15,792 | $95,971-83.5% | $74,550-78.8% | $135,375-88.3% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -10.15% | 56.96%-67.1pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,734 | $2,716-36.2% | $1,961-11.6% | $4,779-63.7% |
| Participant deferral / active EE | $4,193 | $3,843+9.1% | $3,108+34.9% | $5,609-25.2% |
| Admin fee / account holder | $1,006 | $6,522-84.6% | $5,060-80.1% | $10,827-90.7% |