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 | $4,539 | $53,162-91.5% | $91,220-95.0% | $68,494-93.4% |
| Participation rate | 88.9% | 63.2%+25.7pp | 73.2%+15.7pp | 67.9%+21.0pp |
| Annual return | -27.16% | -3.14%-24.0pp | 114.01%-141.2pp | -7.84%-19.3pp |
| Employer contribution / active EE | $911 | $1,709-46.7% | $2,850-68.0% | $2,596-64.9% |
| Participant deferral / active EE | $2,234 | $2,974-24.9% | $4,234-47.2% | $4,027-44.5% |
| Admin fee / account holder | $693 | $4,493-84.6% | $5,420-87.2% | $5,403-87.2% |