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 4-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 | $1,900 | $57,541-96.7% | $95,745-98.0% | $75,163-97.5% |
| Participation rate | 98.1% | 62.5%+35.6pp | 72.3%+25.9pp | 67.2%+31.0pp |
| Annual return | -122.81% | 34.93%-157.7pp | 28.35%-151.2pp | 160.62%-283.4pp |
| Employer contribution / active EE | $18,400 | $1,808+917.9% | $2,835+549.1% | $2,670+589.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,154 | $4,099+74.6% | $5,678+26.0% | $5,651+26.6% |