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 | $10,721 | $82,664-87.0% | $125,339-91.4% | $68,494-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -30.66% | -5.97%-24.7pp | 572.05%-602.7pp | -7.84%-22.8pp |
| Employer contribution / active EE | $3,457 | $3,381+2.3% | $4,814-28.2% | $2,596+33.2% |
| Participant deferral / active EE | $6,950 | $6,110+13.7% | $7,446-6.7% | $4,027+72.6% |
| Admin fee / account holder | $549 | $6,275-91.3% | $10,010-94.5% | $5,403-89.8% |