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 | $9,929 | $50,958-80.5% | $74,550-86.7% | $64,186-84.5% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -13.88% | -1.86%-12.0pp | 32.53%-46.4pp | 7.63%-21.5pp |
| Employer contribution / active EE | $1,207 | $1,115+8.2% | $1,961-38.5% | $2,381-49.3% |
| Participant deferral / active EE | $3,755 | $2,301+63.2% | $3,108+20.8% | $3,470+8.2% |
| Admin fee / account holder | $811 | $4,223-80.8% | $5,060-84.0% | $4,888-83.4% |