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 8-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 | $13,446 | $138,065-90.3% | $123,544-89.1% | $135,375-90.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -40.31% | 153.68%-194.0pp | 119.20%-159.5pp | 519.73%-560.0pp |
| Employer contribution / active EE | $2,258 | $5,151-56.2% | $4,628-51.2% | $4,779-52.8% |
| Participant deferral / active EE | $7,305 | $6,799+7.4% | $6,426+13.7% | $5,609+30.2% |
| Admin fee / account holder | $2,610 | $10,916-76.1% | $9,284-71.9% | $10,827-75.9% |