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 | $7,830 | $138,065-94.3% | $123,544-93.7% | $135,375-94.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -34.95% | 153.68%-188.6pp | 119.20%-154.1pp | 519.73%-554.7pp |
| Employer contribution / active EE | $3,078 | $5,151-40.2% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $7,079 | $6,799+4.1% | $6,426+10.2% | $5,609+26.2% |
| Admin fee / account holder | $1,124 | $10,916-89.7% | $9,284-87.9% | $10,827-89.6% |