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 | $16,789 | $100,754-83.3% | $86,677-80.6% | $134,475-87.5% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -20.44% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,976 | $3,489-43.4% | $2,836-30.3% | $4,740-58.3% |
| Participant deferral / active EE | $4,081 | $5,338-23.6% | $4,656-12.4% | $6,400-36.2% |
| Admin fee / account holder | $464 | $10,926-95.8% | $7,493-93.8% | $11,426-95.9% |