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 | $19,737 | $228,332-91.4% | $185,823-89.4% | $158,922-87.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -6.20% | 40.80%-47.0pp | 35.95%-42.1pp | 302.83%-309.0pp |
| Employer contribution / active EE | $1,671 | $4,967-66.4% | $4,087-59.1% | $4,761-64.9% |
| Participant deferral / active EE | $1,300 | $6,415-79.7% | $5,632-76.9% | $5,982-78.3% |
| Admin fee / account holder | $666 | $11,864-94.4% | $9,500-93.0% | $11,246-94.1% |