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 | $6,215 | $117,690-94.7% | $71,735-91.3% | $134,475-95.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -21.71% | 25.44%-47.1pp | 9.14%-30.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,433 | $2,525+36.0% | $1,704+101.5% | $4,740-27.6% |
| Participant deferral / active EE | $1,138 | $3,759-69.7% | $2,658-57.2% | $6,400-82.2% |
| Admin fee / account holder | $2,174 | $6,379-65.9% | $3,974-45.3% | $11,426-81.0% |