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 6-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 | $7,046 | $69,010-89.8% | $159,960-95.6% | $68,494-89.7% |
| Participation rate | 96.7% | 65.4%+31.3pp | 78.0%+18.7pp | 67.9%+28.8pp |
| Annual return | -19.87% | -9.65%-10.2pp | 408.60%-428.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,326 | $2,213-40.1% | $4,226-68.6% | $2,596-48.9% |
| Participant deferral / active EE | $1,510 | $4,212-64.1% | $6,182-75.6% | $4,027-62.5% |
| Admin fee / account holder | $1,030 | $4,798-78.5% | $8,698-88.2% | $5,403-80.9% |