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 | $15,483 | $180,449-91.4% | $154,107-90.0% | $135,375-88.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.07% | 888.09%-899.2pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,897 | $6,035-52.0% | $5,298-45.3% | $4,779-39.4% |
| Participant deferral / active EE | $6,182 | $5,806+6.5% | $5,081+21.7% | $5,609+10.2% |
| Admin fee / account holder | $1,401 | $16,143-91.3% | $13,411-89.6% | $10,827-87.1% |