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 9-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 | $17,128 | $180,449-90.5% | $154,107-88.9% | $135,375-87.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -16.66% | 888.09%-904.7pp | 735.12%-751.8pp | 519.73%-536.4pp |
| Employer contribution / active EE | $3,614 | $6,035-40.1% | $5,298-31.8% | $4,779-24.4% |
| Participant deferral / active EE | $6,977 | $5,806+20.2% | $5,081+37.3% | $5,609+24.4% |
| Admin fee / account holder | $388 | $16,143-97.6% | $13,411-97.1% | $10,827-96.4% |