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 6-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 | $3,954 | $92,703-95.7% | $82,719-95.2% | $134,475-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.41% | 944.92%-977.3pp | 701.18%-733.6pp | 417.96%-450.4pp |
| Employer contribution / active EE | $357 | $3,274-89.1% | $3,009-88.1% | $4,740-92.5% |
| Participant deferral / active EE | $13,230 | $4,802+175.5% | $4,395+201.0% | $6,400+106.7% |
| Admin fee / account holder | $12,631 | $5,983+111.1% | $5,329+137.0% | $11,426+10.5% |