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 | $14,892 | $57,354-74.0% | $83,848-82.2% | $64,186-76.8% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -10.63% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $4,672 | $2,545+83.6% | $3,631+28.7% | $2,381+96.2% |
| Participant deferral / active EE | $2,226 | $2,993-25.6% | $4,082-45.5% | $3,470-35.8% |
| Admin fee / account holder | $1,050 | $4,046-74.0% | $5,478-80.8% | $4,888-78.5% |