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 | $7,972 | $95,193-91.6% | $76,523-89.6% | $135,375-94.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -11.29% | 4.85%-16.1pp | -0.27%-11.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $891 | $3,302-73.0% | $2,647-66.3% | $4,779-81.3% |
| Participant deferral / active EE | $2,745 | $4,639-40.8% | $3,835-28.4% | $5,609-51.1% |
| Admin fee / account holder | $561 | $6,249-91.0% | $4,848-88.4% | $10,827-94.8% |