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 4-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 | $22,052 | $87,013-74.7% | $106,213-79.2% | $80,856-72.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | -13.05% | 17.05%-30.1pp | 116.14%-129.2pp | 35.59%-48.6pp |
| Employer contribution / active EE | $4,430 | $2,395+85.0% | $3,171+39.7% | $2,755+60.8% |
| Participant deferral / active EE | $4,392 | $3,986+10.2% | $5,016-12.4% | $4,296+2.2% |
| Admin fee / account holder | $614 | $8,431-92.7% | $11,033-94.4% | $6,918-91.1% |