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 | $19,013 | $135,635-86.0% | $110,238-82.8% | $135,375-86.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -11.24% | 513.19%-524.4pp | 314.74%-326.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,976 | $4,906-59.7% | $3,826-48.4% | $4,779-58.7% |
| Participant deferral / active EE | $1,976 | $5,506-64.1% | $4,672-57.7% | $5,609-64.8% |
| Admin fee / account holder | $711 | $11,457-93.8% | $8,547-91.7% | $10,827-93.4% |