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 | $7,792 | $45,152-82.7% | $73,843-89.4% | $59,632-86.9% |
| Participation rate | 98.6% | 64.0%+34.5pp | 73.4%+25.1pp | 68.7%+29.9pp |
| Annual return | -4.67% | 27.40%-32.1pp | 2267.84%-2272.5pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $1,661 | $1,902-12.7% | $2,787-40.4% | $2,203-24.6% |
| Participant deferral / active EE | $2,462 | $2,574-4.3% | $3,583-31.3% | $3,192-22.9% |
| Admin fee / account holder | $335 | $3,516-90.5% | $4,880-93.1% | $4,297-92.2% |