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 | $17,539 | $54,380-67.7% | $68,509-74.4% | $59,632-70.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -5.81% | 2.83%-8.6pp | 8.27%-14.1pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $1,659 | $1,539+7.8% | $2,278-27.2% | $2,203-24.7% |
| Participant deferral / active EE | $2,321 | $2,643-12.2% | $3,382-31.4% | $3,192-27.3% |
| Admin fee / account holder | $919 | $3,885-76.4% | $5,275-82.6% | $4,297-78.6% |