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 | $10,262 | $115,770-91.1% | $101,248-89.9% | $158,922-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -10.15% | 56.14%-66.3pp | 46.47%-56.6pp | 302.83%-313.0pp |
| Employer contribution / active EE | $1,002 | $4,175-76.0% | $3,660-72.6% | $4,761-79.0% |
| Participant deferral / active EE | $4,643 | $4,957-6.3% | $4,370+6.2% | $5,982-22.4% |
| Admin fee / account holder | $1,767 | $7,245-75.6% | $5,945-70.3% | $11,246-84.3% |