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 9-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 | $4,247 | $108,172-96.1% | $77,482-94.5% | $158,922-97.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -1.38% | 31.67%-33.1pp | 54.79%-56.2pp | 302.83%-304.2pp |
| Employer contribution / active EE | $777 | $1,325-41.3% | $986-21.2% | $4,761-83.7% |
| Participant deferral / active EE | $942 | $2,456-61.7% | $1,861-49.4% | $5,982-84.3% |
| Admin fee / account holder | $653 | $3,708-82.4% | $2,858-77.2% | $11,246-94.2% |