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 10-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 | $4,270 | $34,308-87.6% | $74,701-94.3% | $72,985-94.2% |
| Participation rate | 98.6% | 42.4%+56.2pp | 54.5%+44.1pp | 69.5%+29.1pp |
| Annual return | -0.36% | 26.58%-26.9pp | 752.92%-753.3pp | 81.00%-81.4pp |
| Employer contribution / active EE | $357 | $692-48.4% | $1,084-67.0% | $2,440-85.4% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,158 | $2,124-45.5% | $3,333-65.3% | $5,124-77.4% |