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 5-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 | $3,661 | $138,044-97.3% | $125,339-97.1% | $134,475-97.3% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -29.33% | 750.33%-779.7pp | 572.05%-601.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,695 | $5,243-48.6% | $4,814-44.0% | $4,740-43.1% |
| Participant deferral / active EE | $3,574 | $7,799-54.2% | $7,446-52.0% | $6,400-44.2% |
| Admin fee / account holder | $725 | $11,571-93.7% | $10,010-92.8% | $11,426-93.7% |