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 6-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 | $24,351 | $102,317-76.2% | $146,958-83.4% | $80,856-69.9% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | -40.20% | 134.76%-175.0pp | 418.34%-458.5pp | 35.59%-75.8pp |
| Employer contribution / active EE | $3,781 | $3,713+1.8% | $4,933-23.3% | $2,755+37.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,797 | $7,941-64.8% | $12,998-78.5% | $6,918-59.6% |