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 5-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 | $12,170 | $100,754-87.9% | $86,677-86.0% | $134,475-91.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -41.94% | 29.04%-71.0pp | 35.91%-77.8pp | 417.96%-459.9pp |
| Employer contribution / active EE | $4,422 | $3,489+26.7% | $2,836+55.9% | $4,740-6.7% |
| Participant deferral / active EE | $8,593 | $5,338+61.0% | $4,656+84.6% | $6,400+34.3% |
| Admin fee / account holder | $2,064 | $10,926-81.1% | $7,493-72.5% | $11,426-81.9% |