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 | $7,570 | $43,327-82.5% | $59,878-87.4% | $64,186-88.2% |
| Participation rate | 85.2% | 69.2%+16.0pp | 74.7%+10.5pp | 69.6%+15.6pp |
| Annual return | -10.28% | -1.55%-8.7pp | 3.46%-13.7pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,296 | $2,028-36.1% | $2,722-52.4% | $2,381-45.6% |
| Participant deferral / active EE | $1,529 | $2,546-40.0% | $3,402-55.1% | $3,470-55.9% |
| Admin fee / account holder | $486 | $3,005-83.8% | $3,590-86.5% | $4,888-90.1% |