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 | $6,476 | $129,942-95.0% | $104,294-93.8% | $134,475-95.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -27.52% | 42.03%-69.6pp | 24.61%-52.1pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,584 | $4,184-62.2% | $3,372-53.0% | $4,740-66.6% |
| Participant deferral / active EE | $3,133 | $5,588-43.9% | $4,625-32.3% | $6,400-51.0% |
| Admin fee / account holder | $2,308 | $9,323-75.2% | $7,339-68.6% | $11,426-79.8% |