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 3-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 | $18,316 | $138,065-86.7% | $123,544-85.2% | $135,375-86.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -27.61% | 153.68%-181.3pp | 119.20%-146.8pp | 519.73%-547.3pp |
| Employer contribution / active EE | $1,375 | $5,151-73.3% | $4,628-70.3% | $4,779-71.2% |
| Participant deferral / active EE | $3,018 | $6,799-55.6% | $6,426-53.0% | $5,609-46.2% |
| Admin fee / account holder | $2,793 | $10,916-74.4% | $9,284-69.9% | $10,827-74.2% |