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 | $8,568 | $112,096-92.4% | $95,952-91.1% | $158,922-94.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | -59.24% | 171.09%-230.3pp | 91.61%-150.8pp | 302.83%-362.1pp |
| Employer contribution / active EE | $9,804 | $3,198+206.6% | $2,541+285.8% | $4,761+105.9% |
| Participant deferral / active EE | $2,845 | $4,784-40.5% | $4,167-31.7% | $5,982-52.4% |
| Admin fee / account holder | $392 | $10,130-96.1% | $6,795-94.2% | $11,246-96.5% |