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 10-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 | $6,554 | $85,790-92.4% | $67,313-90.3% | $135,375-95.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.49% | -0.54%-13.9pp | -4.08%-10.4pp | 519.73%-534.2pp |
| Employer contribution / active EE | $1,269 | $3,487-63.6% | $2,566-50.5% | $4,779-73.4% |
| Participant deferral / active EE | $3,814 | $4,651-18.0% | $3,568+6.9% | $5,609-32.0% |
| Admin fee / account holder | $946 | $6,392-85.2% | $4,507-79.0% | $10,827-91.3% |