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 8-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 | $15,319 | $138,065-88.9% | $123,544-87.6% | $135,375-88.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.42% | 153.68%-169.1pp | 119.20%-134.6pp | 519.73%-535.1pp |
| Employer contribution / active EE | $2,569 | $5,151-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $7,807 | $6,799+14.8% | $6,426+21.5% | $5,609+39.2% |
| Admin fee / account holder | $425 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |