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 | $8,278 | $138,044-94.0% | $125,339-93.4% | $134,475-93.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.80% | 750.33%-787.1pp | 572.05%-608.9pp | 417.96%-454.8pp |
| Employer contribution / active EE | $3,921 | $5,243-25.2% | $4,814-18.5% | $4,740-17.3% |
| Participant deferral / active EE | $5,735 | $7,799-26.5% | $7,446-23.0% | $6,400-10.4% |
| Admin fee / account holder | $363 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |