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 5-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 | $8,043 | $138,044-94.2% | $125,339-93.6% | $134,475-94.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.41% | 750.33%-771.7pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,814 | $5,243-8.2% | $4,8140% | $4,740+1.6% |
| Participant deferral / active EE | $8,232 | $7,799+5.6% | $7,446+10.5% | $6,400+28.6% |
| Admin fee / account holder | $703 | $11,571-93.9% | $10,010-93.0% | $11,426-93.8% |