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 | $9,327 | $138,065-93.2% | $123,544-92.5% | $135,375-93.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.19% | 153.68%-177.9pp | 119.20%-143.4pp | 519.73%-543.9pp |
| Employer contribution / active EE | $2,845 | $5,151-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $7,293 | $6,799+7.3% | $6,426+13.5% | $5,609+30.0% |
| Admin fee / account holder | $3,124 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |