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 | $17,670 | $112,096-84.2% | $95,952-81.6% | $158,922-88.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -31.53% | 171.09%-202.6pp | 91.61%-123.1pp | 302.83%-334.4pp |
| Employer contribution / active EE | $2,862 | $3,198-10.5% | $2,541+12.6% | $4,761-39.9% |
| Participant deferral / active EE | $9,890 | $4,784+106.7% | $4,167+137.3% | $5,982+65.3% |
| Admin fee / account holder | $1,449 | $10,130-85.7% | $6,795-78.7% | $11,246-87.1% |