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 | $8,016 | $133,958-94.0% | $112,228-92.9% | $134,475-94.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -22.73% | 47.11%-69.8pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,198 | $4,038-70.3% | $3,635-67.1% | $4,740-74.7% |
| Participant deferral / active EE | $3,100 | $5,291-41.4% | $4,728-34.4% | $6,400-51.6% |
| Admin fee / account holder | $704 | $7,489-90.6% | $6,410-89.0% | $11,426-93.8% |