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 | $5,392 | $168,632-96.8% | $147,614-96.3% | $125,391-95.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -25.06% | 77.65%-102.7pp | 61.98%-87.0pp | 282.22%-307.3pp |
| Employer contribution / active EE | $5,092 | $6,252-18.6% | $5,564-8.5% | $4,866+4.7% |
| Participant deferral / active EE | $5,061 | $5,507-8.1% | $4,895+3.4% | $5,352-5.4% |
| Admin fee / account holder | $636 | $13,580-95.3% | $11,611-94.5% | $9,540-93.3% |