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 | $6,988 | $190,805-96.3% | $159,960-95.6% | $134,475-94.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.24% | 552.23%-582.5pp | 408.60%-438.8pp | 417.96%-448.2pp |
| Employer contribution / active EE | $799 | $4,995-84.0% | $4,226-81.1% | $4,740-83.2% |
| Participant deferral / active EE | $2,760 | $6,923-60.1% | $6,182-55.4% | $6,400-56.9% |
| Admin fee / account holder | $519 | $10,471-95.0% | $8,698-94.0% | $11,426-95.5% |