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 | $3,196 | $190,805-98.3% | $159,960-98.0% | $134,475-97.6% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -27.07% | 552.23%-579.3pp | 408.60%-435.7pp | 417.96%-445.0pp |
| Employer contribution / active EE | $1,027 | $4,995-79.4% | $4,226-75.7% | $4,740-78.3% |
| Participant deferral / active EE | $2,054 | $6,923-70.3% | $6,182-66.8% | $6,400-67.9% |
| Admin fee / account holder | $817 | $10,471-92.2% | $8,698-90.6% | $11,426-92.8% |