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 | $6,714 | $88,594-92.4% | $70,092-90.4% | $134,475-95.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -21.50% | 442.67%-464.2pp | 190.73%-212.2pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,345 | $3,233-58.4% | $2,559-47.4% | $4,740-71.6% |
| Participant deferral / active EE | $1,421 | $4,772-70.2% | $3,849-63.1% | $6,400-77.8% |
| Admin fee / account holder | $1,176 | $10,441-88.7% | $6,267-81.2% | $11,426-89.7% |