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 8-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 | $5,035 | $88,594-94.3% | $70,092-92.8% | $134,475-96.3% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.3pp | 81.2%-8.5pp |
| Annual return | -47.52% | 442.67%-490.2pp | 190.73%-238.3pp | 417.96%-465.5pp |
| Employer contribution / active EE | $1,415 | $3,233-56.2% | $2,559-44.7% | $4,740-70.1% |
| Participant deferral / active EE | $2,173 | $4,772-54.5% | $3,849-43.5% | $6,400-66.1% |
| Admin fee / account holder | $528 | $10,441-94.9% | $6,267-91.6% | $11,426-95.4% |