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 7-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 | $4,036 | $92,703-95.6% | $82,719-95.1% | $134,475-97.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.59% | 944.92%-968.5pp | 701.18%-724.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,449 | $3,274-55.7% | $3,009-51.8% | $4,740-69.4% |
| Participant deferral / active EE | $3,614 | $4,802-24.7% | $4,395-17.8% | $6,400-43.5% |
| Admin fee / account holder | $590 | $5,983-90.1% | $5,329-88.9% | $11,426-94.8% |