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 | $5,755 | $64,480-91.1% | $81,382-92.9% | $80,856-92.9% |
| Participation rate | 97.5% | 63.9%+33.6pp | 69.5%+28.0pp | 67.6%+29.9pp |
| Annual return | -99.92% | 16.34%-116.3pp | 24.73%-124.7pp | 35.59%-135.5pp |
| Employer contribution / active EE | $7,619 | $1,978+285.1% | $2,463+209.3% | $2,755+176.6% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,967 | $5,671-65.3% | $5,768-65.9% | $6,918-71.6% |