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 10-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 | $7,078 | $92,703-92.4% | $82,719-91.4% | $134,475-94.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.53% | 944.92%-970.5pp | 701.18%-726.7pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,215 | $3,274-62.9% | $3,009-59.6% | $4,740-74.4% |
| Participant deferral / active EE | $2,619 | $4,802-45.5% | $4,395-40.4% | $6,400-59.1% |
| Admin fee / account holder | $320 | $5,983-94.6% | $5,329-94.0% | $11,426-97.2% |