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 | $5,799 | $92,222-93.7% | $76,768-92.4% | $135,375-95.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -16.58% | 5.46%-22.0pp | 2.43%-19.0pp | 519.73%-536.3pp |
| Employer contribution / active EE | $856 | $3,216-73.4% | $2,485-65.6% | $4,779-82.1% |
| Participant deferral / active EE | $2,703 | $4,509-40.1% | $3,852-29.8% | $5,609-51.8% |
| Admin fee / account holder | $328 | $10,748-97.0% | $6,675-95.1% | $10,827-97.0% |