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 9-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 | $26,890 | $160,055-83.2% | $140,016-80.8% | $135,375-80.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -23.53% | 911.38%-934.9pp | 651.12%-674.6pp | 519.73%-543.3pp |
| Employer contribution / active EE | $5,331 | $6,420-17.0% | $5,606-4.9% | $4,779+11.6% |
| Participant deferral / active EE | $10,989 | $7,642+43.8% | $6,927+58.6% | $5,609+95.9% |
| Admin fee / account holder | $319 | $13,328-97.6% | $10,705-97.0% | $10,827-97.1% |