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 | $14,980 | $107,791-86.1% | $90,645-83.5% | $135,375-88.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.45% | -0.90%-11.6pp | 1.88%-14.3pp | 519.73%-532.2pp |
| Employer contribution / active EE | $7,830 | $3,018+159.4% | $2,532+209.3% | $4,779+63.8% |
| Participant deferral / active EE | $3,173 | $3,872-18.1% | $3,425-7.4% | $5,609-43.4% |
| Admin fee / account holder | $413 | $5,930-93.0% | $4,994-91.7% | $10,827-96.2% |