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 | $13,365 | $78,694-83.0% | $67,652-80.2% | $125,391-89.3% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -3.44% | 9.46%-12.9pp | 6625.04%-6628.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,761 | $3,044-42.1% | $2,266-22.3% | $4,866-63.8% |
| Participant deferral / active EE | $4,845 | $4,292+12.9% | $3,560+36.1% | $5,352-9.5% |
| Admin fee / account holder | $533 | $7,403-92.8% | $4,821-88.9% | $9,540-94.4% |