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 | $14,449 | $180,449-92.0% | $154,107-90.6% | $135,375-89.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.32% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,482 | $6,035-75.4% | $5,298-72.0% | $4,779-69.0% |
| Participant deferral / active EE | $5,568 | $5,806-4.1% | $5,081+9.6% | $5,609-0.7% |
| Admin fee / account holder | $584 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |