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 7-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 | $4,505 | $93,024-95.2% | $77,024-94.2% | $134,475-96.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.73% | 62.60%-89.3pp | 42.32%-69.0pp | 417.96%-444.7pp |
| Employer contribution / active EE | $2,744 | $3,418-19.7% | $2,812-2.4% | $4,740-42.1% |
| Participant deferral / active EE | $1,263 | $5,238-75.9% | $4,426-71.5% | $6,400-80.3% |
| Admin fee / account holder | $546 | $6,944-92.1% | $5,425-89.9% | $11,426-95.2% |