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 | $17,652 | $175,202-89.9% | $149,673-88.2% | $139,434-87.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -0.17% | 166.71%-166.9pp | 134.42%-134.6pp | 372.94%-373.1pp |
| Employer contribution / active EE | $1,648 | $5,474-69.9% | $4,818-65.8% | $4,751-65.3% |
| Participant deferral / active EE | $7,848 | $6,519+20.4% | $5,680+38.2% | $6,710+16.9% |
| Admin fee / account holder | $421 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |