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 | $1,202 | $88,594-98.6% | $70,092-98.3% | $134,475-99.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -26.64% | 442.67%-469.3pp | 190.73%-217.4pp | 417.96%-444.6pp |
| Employer contribution / active EE | $642 | $3,233-80.1% | $2,559-74.9% | $4,740-86.5% |
| Participant deferral / active EE | $1,134 | $4,772-76.2% | $3,849-70.5% | $6,400-82.3% |
| Admin fee / account holder | $1,188 | $10,441-88.6% | $6,267-81.0% | $11,426-89.6% |