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 | $9,813 | $49,280-80.1% | $67,313-85.4% | $64,186-84.7% |
| Participation rate | 74.7% | 60.8%+13.9pp | 69.1%+5.6pp | 69.6%+5.1pp |
| Annual return | -13.74% | -1.39%-12.4pp | -4.08%-9.7pp | 7.63%-21.4pp |
| Employer contribution / active EE | $274 | $1,668-83.6% | $2,566-89.3% | $2,381-88.5% |
| Participant deferral / active EE | $1,540 | $2,484-38.0% | $3,568-56.8% | $3,470-55.6% |
| Admin fee / account holder | $994 | $3,863-74.3% | $4,507-77.9% | $4,888-79.7% |