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 9-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 | $5,191 | $97,757-94.7% | $83,848-93.8% | $135,375-96.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -30.81% | 1287.37%-1318.2pp | 850.88%-881.7pp | 519.73%-550.5pp |
| Employer contribution / active EE | $2,641 | $4,222-37.5% | $3,631-27.3% | $4,779-44.7% |
| Participant deferral / active EE | $2,887 | $4,682-38.3% | $4,082-29.3% | $5,609-48.5% |
| Admin fee / account holder | $637 | $6,674-90.5% | $5,478-88.4% | $10,827-94.1% |