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 | $3,249 | $96,305-96.6% | $80,569-96.0% | $139,434-97.7% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | -20.72% | 1350.08%-1370.8pp | 935.43%-956.1pp | 372.94%-393.7pp |
| Employer contribution / active EE | $720 | $3,262-77.9% | $2,723-73.6% | $4,751-84.8% |
| Participant deferral / active EE | $1,612 | $5,232-69.2% | $4,447-63.8% | $6,710-76.0% |
| Admin fee / account holder | $719 | $6,599-89.1% | $5,377-86.6% | $11,403-93.7% |