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 | $8,057 | $87,540-90.8% | $75,781-89.4% | $125,391-93.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -13.62% | 13.48%-27.1pp | 9.68%-23.3pp | 282.22%-295.8pp |
| Employer contribution / active EE | $1,989 | $3,930-49.4% | $3,323-40.1% | $4,866-59.1% |
| Participant deferral / active EE | $2,487 | $4,229-41.2% | $3,651-31.9% | $5,352-53.5% |
| Admin fee / account holder | $386 | $6,502-94.1% | $5,299-92.7% | $9,540-96.0% |