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 5-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 | $4,887 | $82,286-94.1% | $68,791-92.9% | $134,475-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.16% | -2.19%-19.0pp | -6.38%-14.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,816 | $3,301-45.0% | $2,655-31.6% | $4,740-61.7% |
| Participant deferral / active EE | $2,132 | $4,739-55.0% | $3,941-45.9% | $6,400-66.7% |
| Admin fee / account holder | $680 | $6,481-89.5% | $4,932-86.2% | $11,426-94.0% |