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 8-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 | $5,933 | $82,664-92.8% | $125,339-95.3% | $68,494-91.3% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -21.95% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $2,514 | $3,381-25.6% | $4,814-47.8% | $2,596-3.2% |
| Participant deferral / active EE | $3,704 | $6,110-39.4% | $7,446-50.3% | $4,027-8.0% |
| Admin fee / account holder | $958 | $6,275-84.7% | $10,010-90.4% | $5,403-82.3% |