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 5-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 | $8,692 | $138,044-93.7% | $125,339-93.1% | $134,475-93.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -20.99% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,382 | $5,243-35.5% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $2,941 | $7,799-62.3% | $7,446-60.5% | $6,400-54.0% |
| Admin fee / account holder | $359 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |