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 | $3,066 | $138,065-97.8% | $123,544-97.5% | $135,375-97.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -20.35% | 153.68%-174.0pp | 119.20%-139.5pp | 519.73%-540.1pp |
| Employer contribution / active EE | $1,736 | $5,151-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $2,817 | $6,799-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $1,842 | $10,916-83.1% | $9,284-80.2% | $10,827-83.0% |