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 | $18,854 | $138,065-86.3% | $123,544-84.7% | $135,375-86.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.78% | 153.68%-171.5pp | 119.20%-137.0pp | 519.73%-537.5pp |
| Employer contribution / active EE | $2,289 | $5,151-55.6% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $7,748 | $6,799+14.0% | $6,426+20.6% | $5,609+38.1% |
| Admin fee / account holder | $1,325 | $10,916-87.9% | $9,284-85.7% | $10,827-87.8% |