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 | $9,120 | $111,724-91.8% | $93,606-90.3% | $145,922-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -1.36% | 202.98%-204.3pp | 133.20%-134.6pp | 561.29%-562.6pp |
| Employer contribution / active EE | $2,393 | $3,090-22.5% | $2,420-1.1% | $4,660-48.6% |
| Participant deferral / active EE | $2,742 | $4,912-44.2% | $4,411-37.8% | $6,688-59.0% |
| Admin fee / account holder | $3,829 | $10,250-62.6% | $8,285-53.8% | $13,397-71.4% |