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 6-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 | $3,566 | $95,862-96.3% | $79,550-95.5% | $134,475-97.3% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -28.31% | -2.69%-25.6pp | 0.16%-28.5pp | 417.96%-446.3pp |
| Employer contribution / active EE | $1,192 | $3,128-61.9% | $2,413-50.6% | $4,740-74.8% |
| Participant deferral / active EE | $1,708 | $4,693-63.6% | $3,985-57.1% | $6,400-73.3% |
| Admin fee / account holder | $474 | $9,126-94.8% | $6,832-93.1% | $11,426-95.9% |