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 6-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 | $13,457 | $129,942-89.6% | $104,294-87.1% | $134,475-90.0% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -21.86% | 42.03%-63.9pp | 24.61%-46.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,849 | $4,184-55.8% | $3,372-45.2% | $4,740-61.0% |
| Participant deferral / active EE | $6,468 | $5,588+15.7% | $4,625+39.8% | $6,400+1.1% |
| Admin fee / account holder | $2,468 | $9,323-73.5% | $7,339-66.4% | $11,426-78.4% |