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 | $9,948 | $100,754-90.1% | $86,677-88.5% | $134,475-92.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.07% | 29.04%-50.1pp | 35.91%-57.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,370 | $3,489-60.7% | $2,836-51.7% | $4,740-71.1% |
| Participant deferral / active EE | $2,400 | $5,338-55.0% | $4,656-48.4% | $6,400-62.5% |
| Admin fee / account holder | $401 | $10,926-96.3% | $7,493-94.6% | $11,426-96.5% |