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 | $1,801 | $92,703-98.1% | $82,719-97.8% | $134,475-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -48.60% | 944.92%-993.5pp | 701.18%-749.8pp | 417.96%-466.6pp |
| Employer contribution / active EE | $1,062 | $3,274-67.6% | $3,009-64.7% | $4,740-77.6% |
| Participant deferral / active EE | $1,663 | $4,802-65.4% | $4,395-62.2% | $6,400-74.0% |
| Admin fee / account holder | $938 | $5,983-84.3% | $5,329-82.4% | $11,426-91.8% |