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 | $5,821 | $106,543-94.5% | $91,220-93.6% | $134,475-95.7% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -21.27% | 160.60%-181.9pp | 114.01%-135.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,203 | $3,331-63.9% | $2,850-57.8% | $4,740-74.6% |
| Participant deferral / active EE | $2,799 | $4,719-40.7% | $4,234-33.9% | $6,400-56.3% |
| Admin fee / account holder | $905 | $6,231-85.5% | $5,420-83.3% | $11,426-92.1% |