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 | $8,004 | $84,695-90.5% | $73,843-89.2% | $125,391-93.6% |
| Participation rate | 88.2% | 76.8%+11.5pp | 73.4%+14.8pp | 83.2%+5.0pp |
| Annual return | -5.67% | 3123.53%-3129.2pp | 2267.84%-2273.5pp | 282.22%-287.9pp |
| Employer contribution / active EE | $698 | $3,123-77.6% | $2,787-75.0% | $4,866-85.7% |
| Participant deferral / active EE | $2,003 | $3,992-49.8% | $3,583-44.1% | $5,352-62.6% |
| Admin fee / account holder | $386 | $5,691-93.2% | $4,880-92.1% | $9,540-96.0% |