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 5-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 | $2,224 | $27,641-92.0% | $61,373-96.4% | $68,494-96.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -25.76% | -13.24%-12.5pp | 338.61%-364.4pp | -7.84%-17.9pp |
| Employer contribution / active EE | $842 | $695+21.1% | $1,159-27.3% | $2,596-67.6% |
| Participant deferral / active EE | $805 | $1,263-36.3% | $2,125-62.1% | $4,027-80.0% |
| Admin fee / account holder | $371 | $2,010-81.6% | $2,130-82.6% | $5,403-93.1% |