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 | $12,998 | $190,805-93.2% | $159,960-91.9% | $134,475-90.3% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -23.20% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,748 | $4,995-25.0% | $4,226-11.3% | $4,740-20.9% |
| Participant deferral / active EE | $4,163 | $6,923-39.9% | $6,182-32.7% | $6,400-35.0% |
| Admin fee / account holder | $8,720 | $10,471-16.7% | $8,698+0.3% | $11,426-23.7% |