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 | $15,355 | $160,055-90.4% | $140,016-89.0% | $135,375-88.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -15.53% | 911.38%-926.9pp | 651.12%-666.6pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,034 | $6,420-68.3% | $5,606-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $5,455 | $7,642-28.6% | $6,927-21.2% | $5,609-2.7% |
| Admin fee / account holder | $1,116 | $13,328-91.6% | $10,705-89.6% | $10,827-89.7% |