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 9-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 | $9,894 | $71,883-86.2% | $86,677-88.6% | $68,494-85.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -24.30% | 3.52%-27.8pp | 35.91%-60.2pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,677 | $2,173-22.8% | $2,836-40.9% | $2,596-35.4% |
| Participant deferral / active EE | $1,903 | $3,779-49.6% | $4,656-59.1% | $4,027-52.8% |
| Admin fee / account holder | $380 | $6,112-93.8% | $7,493-94.9% | $5,403-93.0% |