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 | $4,915 | $165,335-97.0% | $149,696-96.7% | $158,922-96.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -82.00% | 348.15%-430.1pp | 276.60%-358.6pp | 302.83%-384.8pp |
| Employer contribution / active EE | $1,175 | $5,103-77.0% | $4,644-74.7% | $4,761-75.3% |
| Participant deferral / active EE | $2,584 | $7,181-64.0% | $6,842-62.2% | $5,982-56.8% |
| Admin fee / account holder | $968 | $10,807-91.0% | $9,309-89.6% | $11,246-91.4% |