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 | $13,645 | $97,044-85.9% | $83,333-83.6% | $135,375-89.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.77% | 12.31%-23.1pp | 10.63%-21.4pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,238 | $4,143-21.8% | $3,379-4.2% | $4,779-32.2% |
| Participant deferral / active EE | $5,161 | $5,964-13.5% | $5,565-7.3% | $5,609-8.0% |
| Admin fee / account holder | $4,151 | $8,380-50.5% | $7,510-44.7% | $10,827-61.7% |