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 | $7,478 | $135,635-94.5% | $110,238-93.2% | $135,375-94.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -12.37% | 513.19%-525.6pp | 314.74%-327.1pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,516 | $4,906-69.1% | $3,826-60.4% | $4,779-68.3% |
| Participant deferral / active EE | $1,749 | $5,506-68.2% | $4,672-62.6% | $5,609-68.8% |
| Admin fee / account holder | $726 | $11,457-93.7% | $8,547-91.5% | $10,827-93.3% |