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 | $9,085 | $99,640-90.9% | $86,436-89.5% | $134,475-93.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -30.69% | 6782.58%-6813.3pp | 4394.89%-4425.6pp | 417.96%-448.7pp |
| Employer contribution / active EE | $2,753 | $4,400-37.4% | $3,769-27.0% | $4,740-41.9% |
| Participant deferral / active EE | $5,047 | $7,246-30.3% | $6,952-27.4% | $6,400-21.1% |
| Admin fee / account holder | $3,573 | $8,371-57.3% | $6,731-46.9% | $11,426-68.7% |