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 8-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 | $12,286 | $138,065-91.1% | $123,544-90.1% | $135,375-90.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.98% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,707 | $5,151-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $4,052 | $6,799-40.4% | $6,426-36.9% | $5,609-27.8% |
| Admin fee / account holder | $2,643 | $10,916-75.8% | $9,284-71.5% | $10,827-75.6% |