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 | $4,923 | $43,723-88.7% | $121,196-95.9% | $64,186-92.3% |
| Participation rate | 92.6% | 58.3%+34.3pp | 71.7%+20.8pp | 69.6%+23.0pp |
| Annual return | -8.57% | 68.91%-77.5pp | 16.93%-25.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,110 | $1,296-14.3% | $4,022-72.4% | $2,381-53.4% |
| Participant deferral / active EE | $1,294 | $2,280-43.2% | $3,344-61.3% | $3,470-62.7% |
| Admin fee / account holder | $2,209 | $3,501-36.9% | $5,019-56.0% | $4,888-54.8% |