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 9-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 | $3,530 | $45,152-92.2% | $73,843-95.2% | $59,632-94.1% |
| Participation rate | 84.2% | 64.0%+20.2pp | 73.4%+10.8pp | 68.7%+15.5pp |
| Annual return | -9.41% | 27.40%-36.8pp | 2267.84%-2277.3pp | 2041.28%-2050.7pp |
| Employer contribution / active EE | $1,058 | $1,902-44.4% | $2,787-62.0% | $2,203-52.0% |
| Participant deferral / active EE | $1,250 | $2,574-51.4% | $3,583-65.1% | $3,192-60.8% |
| Admin fee / account holder | $378 | $3,516-89.3% | $4,880-92.3% | $4,297-91.2% |