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 | $10,260 | $127,386-91.9% | $115,037-91.1% | $125,391-91.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.74% | 31.28%-41.0pp | 26.14%-35.9pp | 282.22%-292.0pp |
| Employer contribution / active EE | $1,786 | $5,166-65.4% | $4,608-61.2% | $4,866-63.3% |
| Participant deferral / active EE | $2,133 | $6,423-66.8% | $6,026-64.6% | $5,352-60.1% |
| Admin fee / account holder | $325 | $9,516-96.6% | $8,175-96.0% | $9,540-96.6% |