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 | $4,153 | $73,867-94.4% | $143,757-97.1% | $68,494-93.9% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -21.36% | 1.01%-22.4pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $503 | $3,184-84.2% | $4,951-89.8% | $2,596-80.6% |
| Participant deferral / active EE | $1,181 | $3,384-65.1% | $5,637-79.0% | $4,027-70.7% |
| Admin fee / account holder | $301 | $5,755-94.8% | $14,673-98.0% | $5,403-94.4% |