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 | $10,998 | $165,335-93.3% | $149,696-92.7% | $158,922-93.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | -8.34% | 348.15%-356.5pp | 276.60%-284.9pp | 302.83%-311.2pp |
| Employer contribution / active EE | $1,380 | $5,103-73.0% | $4,644-70.3% | $4,761-71.0% |
| Participant deferral / active EE | $5,132 | $7,181-28.5% | $6,842-25.0% | $5,982-14.2% |
| Admin fee / account holder | $2,534 | $10,807-76.6% | $9,309-72.8% | $11,246-77.5% |