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 | $15,028 | $82,664-81.8% | $125,339-88.0% | $68,494-78.1% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -23.30% | -5.97%-17.3pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $3,795 | $3,381+12.2% | $4,814-21.2% | $2,596+46.2% |
| Participant deferral / active EE | $9,393 | $6,110+53.7% | $7,446+26.1% | $4,027+133.2% |
| Admin fee / account holder | $3,830 | $6,275-39.0% | $10,010-61.7% | $5,403-29.1% |