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 | $12,499 | $215,361-94.2% | $171,082-92.7% | $273,961-95.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -16.80% | 25.14%-41.9pp | 32.56%-49.4pp | 41.45%-58.3pp |
| Employer contribution / active EE | $1,612 | $4,967-67.6% | $4,002-59.7% | $4,869-66.9% |
| Participant deferral / active EE | $8,632 | $5,543+55.7% | $4,797+79.9% | $5,287+63.3% |
| Admin fee / account holder | $10,469 | $10,846-3.5% | $8,520+22.9% | $10,132+3.3% |