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 7-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 | $4,965 | $165,335-97.0% | $149,696-96.7% | $158,922-96.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -103.01% | 348.15%-451.2pp | 276.60%-379.6pp | 302.83%-405.8pp |
| Employer contribution / active EE | $1,439 | $5,103-71.8% | $4,644-69.0% | $4,761-69.8% |
| Participant deferral / active EE | $5,376 | $7,181-25.1% | $6,842-21.4% | $5,982-10.1% |
| Admin fee / account holder | $1,468 | $10,807-86.4% | $9,309-84.2% | $11,246-87.0% |