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 | $7,732 | $105,860-92.7% | $90,749-91.5% | $134,475-94.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.62% | -11.01%-11.6pp | -12.16%-10.5pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,107 | $3,462-39.1% | $2,921-27.9% | $4,740-55.5% |
| Participant deferral / active EE | $4,547 | $5,216-12.8% | $4,564-0.4% | $6,400-29.0% |
| Admin fee / account holder | $1,090 | $13,938-92.2% | $8,445-87.1% | $11,426-90.5% |