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 | $13,776 | $129,942-89.4% | $104,294-86.8% | $134,475-89.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -21.69% | 42.03%-63.7pp | 24.61%-46.3pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,013 | $4,184-75.8% | $3,372-70.0% | $4,740-78.6% |
| Participant deferral / active EE | $2,370 | $5,588-57.6% | $4,625-48.8% | $6,400-63.0% |
| Admin fee / account holder | $326 | $9,323-96.5% | $7,339-95.6% | $11,426-97.1% |