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 5-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 | $10,706 | $142,344-92.5% | $119,609-91.0% | $134,475-92.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -81.91% | -12.44%-69.5pp | -14.97%-66.9pp | 417.96%-499.9pp |
| Employer contribution / active EE | $2,557 | $5,222-51.0% | $4,232-39.6% | $4,740-46.0% |
| Participant deferral / active EE | $4,841 | $6,469-25.2% | $5,602-13.6% | $6,400-24.3% |
| Admin fee / account holder | $8,827 | $13,584-35.0% | $10,323-14.5% | $11,426-22.7% |