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 4-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 | $1,335 | $152,509-99.1% | $117,472-98.9% | $134,475-99.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -22.97% | 52.99%-76.0pp | 29.74%-52.7pp | 417.96%-440.9pp |
| Employer contribution / active EE | $730 | $5,571-86.9% | $4,176-82.5% | $4,740-84.6% |
| Participant deferral / active EE | $936 | $4,818-80.6% | $4,070-77.0% | $6,400-85.4% |
| Admin fee / account holder | $726 | $7,004-89.6% | $5,645-87.1% | $11,426-93.6% |