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 | $9,209 | $189,613-95.1% | $167,512-94.5% | $142,382-93.5% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | -6.03% | 2024.68%-2030.7pp | 1615.79%-1621.8pp | 217.08%-223.1pp |
| Employer contribution / active EE | $1,501 | $4,349-65.5% | $3,882-61.3% | $4,299-65.1% |
| Participant deferral / active EE | $3,477 | $6,981-50.2% | $6,405-45.7% | $6,507-46.6% |
| Admin fee / account holder | $875 | $10,528-91.7% | $9,769-91.0% | $12,624-93.1% |