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 | $8,278 | $133,958-93.8% | $112,228-92.6% | $134,475-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.65% | 47.11%-70.8pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,911 | $4,038-52.7% | $3,635-47.4% | $4,740-59.7% |
| Participant deferral / active EE | $3,197 | $5,291-39.6% | $4,728-32.4% | $6,400-50.0% |
| Admin fee / account holder | $583 | $7,489-92.2% | $6,410-90.9% | $11,426-94.9% |