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 4-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 | $6,110 | $92,703-93.4% | $82,719-92.6% | $134,475-95.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.48% | 944.92%-967.4pp | 701.18%-723.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,303 | $3,274-29.6% | $3,009-23.5% | $4,740-51.4% |
| Participant deferral / active EE | $2,434 | $4,802-49.3% | $4,395-44.6% | $6,400-62.0% |
| Admin fee / account holder | $819 | $5,983-86.3% | $5,329-84.6% | $11,426-92.8% |