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 | $20,355 | $160,055-87.3% | $140,016-85.5% | $135,375-85.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -23.15% | 911.38%-934.5pp | 651.12%-674.3pp | 519.73%-542.9pp |
| Employer contribution / active EE | $2,934 | $6,420-54.3% | $5,606-47.7% | $4,779-38.6% |
| Participant deferral / active EE | $15,658 | $7,642+104.9% | $6,927+126.0% | $5,609+179.2% |
| Admin fee / account holder | $3,785 | $13,328-71.6% | $10,705-64.6% | $10,827-65.0% |