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 | $6,553 | $138,065-95.3% | $123,544-94.7% | $135,375-95.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.74% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,506 | $5,151-51.4% | $4,628-45.8% | $4,779-47.6% |
| Participant deferral / active EE | $2,874 | $6,799-57.7% | $6,426-55.3% | $5,609-48.8% |
| Admin fee / account holder | $861 | $10,916-92.1% | $9,284-90.7% | $10,827-92.1% |