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 5-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 | $18,103 | $167,307-89.2% | $143,757-87.4% | $134,475-86.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -36.73% | 0.46%-37.2pp | -0.04%-36.7pp | 417.96%-454.7pp |
| Employer contribution / active EE | $2,074 | $5,619-63.1% | $4,951-58.1% | $4,740-56.3% |
| Participant deferral / active EE | $4,470 | $6,446-30.6% | $5,637-20.7% | $6,400-30.1% |
| Admin fee / account holder | $380 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |