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 | $11,868 | $165,984-92.8% | $164,813-92.8% | $145,922-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -47.62% | 100.03%-147.7pp | 69.93%-117.6pp | 561.29%-608.9pp |
| Employer contribution / active EE | $2,620 | $5,273-50.3% | $4,341-39.6% | $4,660-43.8% |
| Participant deferral / active EE | $9,148 | $6,959+31.5% | $6,031+51.7% | $6,688+36.8% |
| Admin fee / account holder | $5,774 | $16,648-65.3% | $12,690-54.5% | $13,397-56.9% |