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 | $617 | $95,803-99.4% | $113,168-99.5% | $84,808-99.3% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 68.3%+29.1pp |
| Annual return | -884.69% | 25.00%-909.7pp | 24.27%-909.0pp | 40.90%-925.6pp |
| Employer contribution / active EE | $6,440 | $2,360+172.9% | $2,975+116.5% | $2,631+144.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,882 | $8,989-79.1% | $12,068-84.4% | $7,344-74.4% |