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 10-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 | $7,453 | $100,852-92.6% | $90,404-91.8% | $158,922-95.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | -4.61% | 1724.20%-1728.8pp | 1293.02%-1297.6pp | 302.83%-307.4pp |
| Employer contribution / active EE | $615 | $3,689-83.3% | $3,262-81.1% | $4,761-87.1% |
| Participant deferral / active EE | $1,099 | $4,348-74.7% | $3,963-72.3% | $5,982-81.6% |
| Admin fee / account holder | $7,274 | $6,501+11.9% | $5,611+29.6% | $11,246-35.3% |