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 | $0 | $171,865-100.0% | $149,718-100.0% | $147,584-100.0% |
| Participation rate | 84.2% | 88.2%-4.0pp | 87.1%-2.9pp | 82.8%+1.4pp |
| Annual return | -88.39% | 2113.22%-2201.6pp | 1501.63%-1590.0pp | 578.55%-666.9pp |
| Employer contribution / active EE | $2,944 | $6,275-53.1% | $5,445-45.9% | $4,876-39.6% |
| Participant deferral / active EE | $4,065 | $7,271-44.1% | $6,569-38.1% | $5,439-25.3% |
| Admin fee / account holder | $14,310 | $13,799+3.7% | $11,283+26.8% | $10,885+31.5% |