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 | $18,027 | $138,065-86.9% | $123,544-85.4% | $135,375-86.7% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -36.37% | 153.68%-190.1pp | 119.20%-155.6pp | 519.73%-556.1pp |
| Employer contribution / active EE | $7,424 | $5,151+44.1% | $4,628+60.4% | $4,779+55.3% |
| Participant deferral / active EE | $7,893 | $6,799+16.1% | $6,426+22.8% | $5,609+40.7% |
| Admin fee / account holder | $797 | $10,916-92.7% | $9,284-91.4% | $10,827-92.6% |