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 | $7,678 | $54,350-85.9% | $82,719-90.7% | $68,494-88.8% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -21.63% | -13.67%-8.0pp | 701.18%-722.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $333 | $2,218-85.0% | $3,009-88.9% | $2,596-87.2% |
| Participant deferral / active EE | $2,759 | $3,246-15.0% | $4,395-37.2% | $4,027-31.5% |
| Admin fee / account holder | $742 | $4,395-83.1% | $5,329-86.1% | $5,403-86.3% |