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 | $14,933 | $167,307-91.1% | $143,757-89.6% | $134,475-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.04% | 0.46%-32.5pp | -0.04%-32.0pp | 417.96%-450.0pp |
| Employer contribution / active EE | $10,451 | $5,619+86.0% | $4,951+111.1% | $4,740+120.5% |
| Participant deferral / active EE | $6,512 | $6,446+1.0% | $5,637+15.5% | $6,400+1.8% |
| Admin fee / account holder | $729 | $18,088-96.0% | $14,673-95.0% | $11,426-93.6% |