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 9-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 | $12,242 | $135,635-91.0% | $110,238-88.9% | $135,375-91.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -51.20% | 513.19%-564.4pp | 314.74%-365.9pp | 519.73%-570.9pp |
| Employer contribution / active EE | $1,931 | $4,906-60.6% | $3,826-49.5% | $4,779-59.6% |
| Participant deferral / active EE | $13,469 | $5,506+144.6% | $4,672+188.3% | $5,609+140.1% |
| Admin fee / account holder | $941 | $11,457-91.8% | $8,547-89.0% | $10,827-91.3% |