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 | $19,646 | $138,065-85.8% | $123,544-84.1% | $135,375-85.5% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -12.46% | 153.68%-166.1pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,055 | $5,151-60.1% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $3,506 | $6,799-48.4% | $6,426-45.4% | $5,609-37.5% |
| Admin fee / account holder | $409 | $10,916-96.3% | $9,284-95.6% | $10,827-96.2% |