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 | $3,117 | $152,509-98.0% | $117,472-97.3% | $134,475-97.7% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -20.79% | 52.99%-73.8pp | 29.74%-50.5pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,084 | $5,571-80.5% | $4,176-74.0% | $4,740-77.1% |
| Participant deferral / active EE | $1,348 | $4,818-72.0% | $4,070-66.9% | $6,400-78.9% |
| Admin fee / account holder | $309 | $7,004-95.6% | $5,645-94.5% | $11,426-97.3% |