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 7-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 | $13,370 | $138,044-90.3% | $125,339-89.3% | $134,475-90.1% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -22.19% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,825 | $5,243-46.1% | $4,814-41.3% | $4,740-40.4% |
| Participant deferral / active EE | $5,513 | $7,799-29.3% | $7,446-26.0% | $6,400-13.9% |
| Admin fee / account holder | $4,860 | $11,571-58.0% | $10,010-51.4% | $11,426-57.5% |