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 | $8,122 | $90,600-91.0% | $79,464-89.8% | $135,375-94.0% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -20.20% | 977.43%-997.6pp | 718.14%-738.3pp | 519.73%-539.9pp |
| Employer contribution / active EE | $1,789 | $3,068-41.7% | $2,800-36.1% | $4,779-62.6% |
| Participant deferral / active EE | $4,124 | $4,050+1.8% | $3,704+11.4% | $5,609-26.5% |
| Admin fee / account holder | $328 | $5,907-94.4% | $5,113-93.6% | $10,827-97.0% |