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 8-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 | $10,690 | $160,055-93.3% | $140,016-92.4% | $135,375-92.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.61% | 911.38%-928.0pp | 651.12%-667.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $1,731 | $6,420-73.0% | $5,606-69.1% | $4,779-63.8% |
| Participant deferral / active EE | $4,995 | $7,642-34.6% | $6,927-27.9% | $5,609-11.0% |
| Admin fee / account holder | $654 | $13,328-95.1% | $10,705-93.9% | $10,827-94.0% |