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 | $3,294 | $111,724-97.1% | $93,606-96.5% | $145,922-97.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | -6.30% | 202.98%-209.3pp | 133.20%-139.5pp | 561.29%-567.6pp |
| Employer contribution / active EE | $1,077 | $3,090-65.1% | $2,420-55.5% | $4,660-76.9% |
| Participant deferral / active EE | $3,221 | $4,912-34.4% | $4,411-27.0% | $6,688-51.8% |
| Admin fee / account holder | $4,576 | $10,250-55.4% | $8,285-44.8% | $13,397-65.8% |