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 | $7,566 | $76,000-90.0% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -9.17% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $716 | $3,351-78.6% | $5,298-86.5% | $2,381-69.9% |
| Participant deferral / active EE | $1,976 | $3,175-37.8% | $5,081-61.1% | $3,470-43.0% |
| Admin fee / account holder | $557 | $5,596-90.1% | $13,411-95.8% | $4,888-88.6% |