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 | $4,990 | $104,907-95.2% | $84,611-94.1% | $152,861-96.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -23.14% | 373.79%-396.9pp | 258.74%-281.9pp | 345.32%-368.5pp |
| Employer contribution / active EE | $633 | $3,302-80.8% | $2,652-76.1% | $4,762-86.7% |
| Participant deferral / active EE | $824 | $4,688-82.4% | $3,899-78.9% | $5,850-85.9% |
| Admin fee / account holder | $1,936 | $6,241-69.0% | $4,912-60.6% | $11,596-83.3% |