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 | $25,121 | $101,724-75.3% | $164,813-84.8% | $80,856-68.9% |
| Participation rate | 79.5% | 71.8%+7.6pp | 78.6%+0.8pp | 67.6%+11.8pp |
| Annual return | -55.79% | 16.72%-72.5pp | 69.93%-125.7pp | 35.59%-91.4pp |
| Employer contribution / active EE | $1,532 | $2,953-48.1% | $4,341-64.7% | $2,755-44.4% |
| Participant deferral / active EE | $3,193 | $4,477-28.7% | $6,031-47.1% | $4,296-25.7% |
| Admin fee / account holder | $682 | $8,227-91.7% | $12,690-94.6% | $6,918-90.1% |