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 | $6,110 | $57,354-89.3% | $83,848-92.7% | $64,186-90.5% |
| Participation rate | 90.1% | 68.6%+21.5pp | 76.1%+14.0pp | 69.6%+20.6pp |
| Annual return | -11.83% | 11.38%-23.2pp | 850.88%-862.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $2,983 | $2,545+17.2% | $3,631-17.8% | $2,381+25.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,777 | $4,046-31.4% | $5,478-49.3% | $4,888-43.2% |