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 | $10,469 | $82,664-87.3% | $125,339-91.6% | $68,494-84.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -23.86% | -5.97%-17.9pp | 572.05%-595.9pp | -7.84%-16.0pp |
| Employer contribution / active EE | $702 | $3,381-79.2% | $4,814-85.4% | $2,596-72.9% |
| Participant deferral / active EE | $3,745 | $6,110-38.7% | $7,446-49.7% | $4,027-7.0% |
| Admin fee / account holder | $3,210 | $6,275-48.8% | $10,010-67.9% | $5,403-40.6% |