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 | $7,314 | $72,492-89.9% | $87,100-91.6% | $72,985-90.0% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | -50.96% | 24.46%-75.4pp | 28.19%-79.1pp | 81.00%-132.0pp |
| Employer contribution / active EE | $5,262 | $1,894+177.8% | $2,521+108.7% | $2,440+115.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,587 | $5,055-68.6% | $7,497-78.8% | $5,124-69.0% |