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 | $16,964 | $160,055-89.4% | $140,016-87.9% | $135,375-87.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -12.12% | 911.38%-923.5pp | 651.12%-663.2pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,305 | $6,420-48.5% | $5,606-41.0% | $4,779-30.8% |
| Participant deferral / active EE | $5,538 | $7,642-27.5% | $6,927-20.1% | $5,609-1.3% |
| Admin fee / account holder | $1,006 | $13,328-92.4% | $10,705-90.6% | $10,827-90.7% |