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 | $10,881 | $167,484-93.5% | $151,611-92.8% | $134,475-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.51% | 7.80%-33.3pp | 3.33%-28.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $6,643 | $6,829-2.7% | $6,166+7.7% | $4,740+40.2% |
| Participant deferral / active EE | $12,389 | $8,986+37.9% | $8,363+48.1% | $6,400+93.6% |
| Admin fee / account holder | $2,037 | $13,783-85.2% | $11,616-82.5% | $11,426-82.2% |