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 5-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 | $12,354 | $138,044-91.1% | $125,339-90.1% | $134,475-90.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -33.61% | 750.33%-783.9pp | 572.05%-605.7pp | 417.96%-451.6pp |
| Employer contribution / active EE | $2,030 | $5,243-61.3% | $4,814-57.8% | $4,740-57.2% |
| Participant deferral / active EE | $9,485 | $7,799+21.6% | $7,446+27.4% | $6,400+48.2% |
| Admin fee / account holder | $330 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |