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 6-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 | $16,489 | $82,664-80.1% | $125,339-86.8% | $68,494-75.9% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.8pp |
| Annual return | -21.52% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,651 | $3,381+8.0% | $4,814-24.1% | $2,596+40.6% |
| Participant deferral / active EE | $5,033 | $6,110-17.6% | $7,446-32.4% | $4,027+25.0% |
| Admin fee / account holder | $608 | $6,275-90.3% | $10,010-93.9% | $5,403-88.7% |