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 | $6,915 | $76,000-90.9% | $154,107-95.5% | $64,186-89.2% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -8.42% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $663 | $3,351-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $1,327 | $3,175-58.2% | $5,081-73.9% | $3,470-61.8% |
| Admin fee / account holder | $3,000 | $5,596-46.4% | $13,411-77.6% | $4,888-38.6% |