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 | $13,488 | $82,630-83.7% | $64,105-79.0% | $125,391-89.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.34% | 1489.72%-1496.1pp | 791.24%-797.6pp | 282.22%-288.6pp |
| Employer contribution / active EE | $1,587 | $2,671-40.6% | $1,820-12.8% | $4,866-67.4% |
| Participant deferral / active EE | $1,730 | $3,608-52.1% | $2,822-38.7% | $5,352-67.7% |
| Admin fee / account holder | $2,284 | $6,382-64.2% | $4,499-49.2% | $9,540-76.1% |