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 6-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 | $11,019 | $190,805-94.2% | $159,960-93.1% | $134,475-91.8% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -23.73% | 552.23%-576.0pp | 408.60%-432.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,973 | $4,995-60.5% | $4,226-53.3% | $4,740-58.4% |
| Participant deferral / active EE | $4,165 | $6,923-39.8% | $6,182-32.6% | $6,400-34.9% |
| Admin fee / account holder | $7,283 | $10,471-30.4% | $8,698-16.3% | $11,426-36.3% |