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 9-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 | $6,347 | $211,958-97.0% | $169,463-96.3% | $135,375-95.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.61% | 3.26%-15.9pp | 1.83%-14.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,163 | $5,120-77.3% | $4,159-72.0% | $4,779-75.7% |
| Participant deferral / active EE | $2,329 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $410 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |