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 | $8,332 | $97,757-91.5% | $83,848-90.1% | $135,375-93.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.10% | 1287.37%-1297.5pp | 850.88%-861.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,669 | $4,222-60.5% | $3,631-54.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,017 | $4,682-35.6% | $4,082-26.1% | $5,609-46.2% |
| Admin fee / account holder | $1,108 | $6,674-83.4% | $5,478-79.8% | $10,827-89.8% |