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 | $10,042 | $75,828-86.8% | $147,614-93.2% | $59,632-83.2% |
| Participation rate | 76.9% | 71.6%+5.4pp | 84.6%-7.7pp | 68.7%+8.3pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,615 | $3,485-53.6% | $5,564-71.0% | $2,203-26.7% |
| Participant deferral / active EE | $2,551 | $3,130-18.5% | $4,895-47.9% | $3,192-20.1% |
| Admin fee / account holder | $2,261 | $5,985-62.2% | $11,611-80.5% | $4,297-47.4% |