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 6-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 | $15,777 | $81,900-80.7% | $119,609-86.8% | $68,494-77.0% |
| Participation rate | 87.1% | 71.9%+15.2pp | 79.3%+7.8pp | 67.9%+19.2pp |
| Annual return | -29.78% | -23.82%-6.0pp | -14.97%-14.8pp | -7.84%-21.9pp |
| Employer contribution / active EE | $6,127 | $2,693+127.5% | $4,232+44.8% | $2,596+136.0% |
| Participant deferral / active EE | $3,740 | $4,148-9.8% | $5,602-33.2% | $4,027-7.1% |
| Admin fee / account holder | $467 | $6,582-92.9% | $10,323-95.5% | $5,403-91.4% |