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 | $2,101 | $95,971-97.8% | $74,550-97.2% | $135,375-98.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.08% | 56.96%-68.0pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $570 | $2,716-79.0% | $1,961-70.9% | $4,779-88.1% |
| Participant deferral / active EE | $1,331 | $3,843-65.4% | $3,108-57.2% | $5,609-76.3% |
| Admin fee / account holder | $311 | $6,522-95.2% | $5,060-93.9% | $10,827-97.1% |