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 10-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 | $8,781 | $82,630-89.4% | $64,105-86.3% | $125,391-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -10.28% | 1489.72%-1500.0pp | 791.24%-801.5pp | 282.22%-292.5pp |
| Employer contribution / active EE | $1,310 | $2,671-50.9% | $1,820-28.0% | $4,866-73.1% |
| Participant deferral / active EE | $5,497 | $3,608+52.3% | $2,822+94.8% | $5,352+2.7% |
| Admin fee / account holder | $424 | $6,382-93.4% | $4,499-90.6% | $9,540-95.6% |