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 | $30,553 | $91,552-66.6% | $133,956-77.2% | $79,858-61.7% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | -5.84% | 61.85%-67.7pp | 45.09%-50.9pp | 31.71%-37.6pp |
| Employer contribution / active EE | $2,878 | $2,384+20.7% | $3,919-26.6% | $2,471+16.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $55,836 | $6,321+783.4% | $8,927+525.5% | $5,306+952.3% |