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 7-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 | $9,318 | $129,942-92.8% | $104,294-91.1% | $134,475-93.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -26.65% | 42.03%-68.7pp | 24.61%-51.3pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,974 | $4,184-52.8% | $3,372-41.5% | $4,740-58.4% |
| Participant deferral / active EE | $2,426 | $5,588-56.6% | $4,625-47.5% | $6,400-62.1% |
| Admin fee / account holder | $316 | $9,323-96.6% | $7,339-95.7% | $11,426-97.2% |