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 | $4,471 | $82,286-94.6% | $68,791-93.5% | $134,475-96.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -25.71% | -2.19%-23.5pp | -6.38%-19.3pp | 417.96%-443.7pp |
| Employer contribution / active EE | $1,663 | $3,301-49.6% | $2,655-37.4% | $4,740-64.9% |
| Participant deferral / active EE | $2,439 | $4,739-48.5% | $3,941-38.1% | $6,400-61.9% |
| Admin fee / account holder | $565 | $6,481-91.3% | $4,932-88.5% | $11,426-95.1% |