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 8-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 | $11,238 | $92,222-87.8% | $76,768-85.4% | $135,375-91.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -9.27% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,729 | $3,216-46.2% | $2,485-30.4% | $4,779-63.8% |
| Participant deferral / active EE | $4,398 | $4,509-2.5% | $3,852+14.2% | $5,609-21.6% |
| Admin fee / account holder | $348 | $10,748-96.8% | $6,675-94.8% | $10,827-96.8% |