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 10-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 | $17,608 | $138,065-87.2% | $123,544-85.7% | $135,375-87.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -14.82% | 153.68%-168.5pp | 119.20%-134.0pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,901 | $5,151-43.7% | $4,628-37.3% | $4,779-39.3% |
| Participant deferral / active EE | $7,284 | $6,799+7.1% | $6,426+13.4% | $5,609+29.9% |
| Admin fee / account holder | $2,120 | $10,916-80.6% | $9,284-77.2% | $10,827-80.4% |