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 8-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 | $17,748 | $180,449-90.2% | $154,107-88.5% | $135,375-86.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.75% | 888.09%-899.8pp | 735.12%-746.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $1,744 | $6,035-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $5,145 | $5,806-11.4% | $5,081+1.3% | $5,609-8.3% |
| Admin fee / account holder | $869 | $16,143-94.6% | $13,411-93.5% | $10,827-92.0% |