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 | $5,912 | $152,509-96.1% | $117,472-95.0% | $134,475-95.6% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -21.57% | 52.99%-74.6pp | 29.74%-51.3pp | 417.96%-439.5pp |
| Employer contribution / active EE | $955 | $5,571-82.9% | $4,176-77.1% | $4,740-79.9% |
| Participant deferral / active EE | $3,981 | $4,818-17.4% | $4,070-2.2% | $6,400-37.8% |
| Admin fee / account holder | $322 | $7,004-95.4% | $5,645-94.3% | $11,426-97.2% |