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 7-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 | $241 | $158,398-99.8% | $126,539-99.8% | $142,382-99.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -61.39% | 593.76%-655.1pp | 425.95%-487.3pp | 217.08%-278.5pp |
| Employer contribution / active EE | $120 | $4,650-97.4% | $3,674-96.7% | $4,299-97.2% |
| Participant deferral / active EE | $1,980 | $4,767-58.5% | $4,083-51.5% | $6,507-69.6% |
| Admin fee / account holder | $9,533 | $6,918+37.8% | $6,065+57.2% | $12,624-24.5% |