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 | $26,047 | $176,812-85.3% | $146,665-82.2% | $167,490-84.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -3.34% | 24.03%-27.4pp | 22.74%-26.1pp | 478.56%-481.9pp |
| Employer contribution / active EE | $2,655 | $5,160-48.5% | $4,136-35.8% | $4,837-45.1% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,341+36.7% |
| Admin fee / account holder | $1,932 | $13,259-85.4% | $10,280-81.2% | $12,309-84.3% |