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 | $18,802 | $209,411-91.0% | $178,490-89.5% | $158,922-88.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -37.87% | 188.75%-226.6pp | 151.07%-188.9pp | 302.83%-340.7pp |
| Employer contribution / active EE | $2,414 | $5,706-57.7% | $5,011-51.8% | $4,761-49.3% |
| Participant deferral / active EE | $19,503 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $816 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |