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 5-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 | $4,991 | $67,214-92.6% | $61,491-91.9% | $134,475-96.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -48.75% | -12.08%-36.7pp | -12.98%-35.8pp | 417.96%-466.7pp |
| Employer contribution / active EE | $3,063 | $4,974-38.4% | $4,246-27.9% | $4,740-35.4% |
| Participant deferral / active EE | $4,349 | $6,103-28.7% | $5,188-16.2% | $6,400-32.0% |
| Admin fee / account holder | $1,228 | $4,610-73.4% | $4,312-71.5% | $11,426-89.3% |