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 | $9,163 | $138,065-93.4% | $123,544-92.6% | $135,375-93.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.55% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,962 | $5,151-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $3,796 | $6,799-44.2% | $6,426-40.9% | $5,609-32.3% |
| Admin fee / account holder | $1,589 | $10,916-85.4% | $9,284-82.9% | $10,827-85.3% |