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 10-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 | $8,423 | $197,825-95.7% | $155,790-94.6% | $125,391-93.3% |
| Participation rate | 72.7% | 82.1%-9.4pp | 76.1%-3.4pp | 83.2%-10.5pp |
| Annual return | -6.00% | 86.74%-92.7pp | 71.54%-77.5pp | 282.22%-288.2pp |
| Employer contribution / active EE | $1,845 | $4,847-61.9% | $3,836-51.9% | $4,866-62.1% |
| Participant deferral / active EE | $2,580 | $5,630-54.2% | $4,797-46.2% | $5,352-51.8% |
| Admin fee / account holder | $2,157 | $9,545-77.4% | $7,478-71.2% | $9,540-77.4% |