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 3-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 | $3,084 | $88,751-96.5% | $81,812-96.2% | $145,922-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -1.83% | 1025.40%-1027.2pp | 773.79%-775.6pp | 561.29%-563.1pp |
| Employer contribution / active EE | $1,247 | $3,083-59.6% | $2,912-57.2% | $4,660-73.2% |
| Participant deferral / active EE | $1,870 | $4,643-59.7% | $4,319-56.7% | $6,688-72.0% |
| Admin fee / account holder | $7,269 | $8,415-13.6% | $7,386-1.6% | $13,397-45.7% |