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 | $9,762 | $97,757-90.0% | $83,848-88.4% | $135,375-92.8% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -10.90% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,202 | $4,222-71.5% | $3,631-66.9% | $4,779-74.8% |
| Participant deferral / active EE | $1,506 | $4,682-67.8% | $4,082-63.1% | $5,609-73.1% |
| Admin fee / account holder | $1,501 | $6,674-77.5% | $5,478-72.6% | $10,827-86.1% |