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 | $14,305 | $78,672-81.8% | $109,143-86.9% | $85,850-83.3% |
| Participation rate | 91.4% | 68.3%+23.2pp | 75.9%+15.6pp | 69.3%+22.1pp |
| Annual return | -32.92% | 25.09%-58.0pp | 25.75%-58.7pp | 318.53%-351.5pp |
| Employer contribution / active EE | $11,901 | $2,735+335.2% | $3,722+219.8% | $2,565+364.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,612 | $5,469-70.5% | $6,752-76.1% | $6,260-74.2% |