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 | $811 | $176,377-99.5% | $134,143-99.4% | $158,922-99.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -50.68% | 63.63%-114.3pp | 36.33%-87.0pp | 302.83%-353.5pp |
| Employer contribution / active EE | $369 | $5,040-92.7% | $3,704-90.0% | $4,761-92.2% |
| Participant deferral / active EE | $206 | $4,091-95.0% | $3,499-94.1% | $5,982-96.5% |
| Admin fee / account holder | $578 | $8,718-93.4% | $6,684-91.4% | $11,246-94.9% |