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 | $9,611 | $112,881-91.5% | $90,951-89.4% | $158,922-94.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -2.91% | 215.79%-218.7pp | 134.60%-137.5pp | 302.83%-305.7pp |
| Employer contribution / active EE | $3,186 | $2,893+10.1% | $2,122+50.1% | $4,761-33.1% |
| Participant deferral / active EE | $1,642 | $4,128-60.2% | $3,373-51.3% | $5,982-72.6% |
| Admin fee / account holder | $855 | $8,041-89.4% | $5,959-85.6% | $11,246-92.4% |