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 | $26,762 | $168,632-84.1% | $147,614-81.9% | $125,391-78.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -5.44% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $1,591 | $6,252-74.5% | $5,564-71.4% | $4,866-67.3% |
| Participant deferral / active EE | $3,797 | $5,507-31.1% | $4,895-22.4% | $5,352-29.1% |
| Admin fee / account holder | $1,900 | $13,580-86.0% | $11,611-83.6% | $9,540-80.1% |