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 | $2,721 | $104,907-97.4% | $84,611-96.8% | $152,861-98.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -1.12% | 373.79%-374.9pp | 258.74%-259.9pp | 345.32%-346.4pp |
| Employer contribution / active EE | $1,587 | $3,302-51.9% | $2,652-40.2% | $4,762-66.7% |
| Participant deferral / active EE | $2,439 | $4,688-48.0% | $3,899-37.4% | $5,850-58.3% |
| Admin fee / account holder | $669 | $6,241-89.3% | $4,912-86.4% | $11,596-94.2% |