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 10-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 | $7,476 | $106,584-93.0% | $101,326-92.6% | $142,382-94.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | -78.02% | 36.93%-115.0pp | 36.82%-114.8pp | 217.08%-295.1pp |
| Employer contribution / active EE | $4,414 | $3,956+11.6% | $3,665+20.4% | $4,299+2.7% |
| Participant deferral / active EE | $5,718 | $8,297-31.1% | $7,994-28.5% | $6,507-12.1% |
| Admin fee / account holder | $1,205 | $11,446-89.5% | $11,185-89.2% | $12,624-90.5% |