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 | $4,586 | $152,509-97.0% | $117,472-96.1% | $134,475-96.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -26.08% | 52.99%-79.1pp | 29.74%-55.8pp | 417.96%-444.0pp |
| Employer contribution / active EE | $4,418 | $5,571-20.7% | $4,176+5.8% | $4,740-6.8% |
| Participant deferral / active EE | $4,418 | $4,818-8.3% | $4,070+8.5% | $6,400-31.0% |
| Admin fee / account holder | $333 | $7,004-95.2% | $5,645-94.1% | $11,426-97.1% |