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 8-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 | $7,126 | $82,664-91.4% | $125,339-94.3% | $68,494-89.6% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -23.03% | -5.97%-17.1pp | 572.05%-595.1pp | -7.84%-15.2pp |
| Employer contribution / active EE | $998 | $3,381-70.5% | $4,814-79.3% | $2,596-61.6% |
| Participant deferral / active EE | $3,379 | $6,110-44.7% | $7,446-54.6% | $4,027-16.1% |
| Admin fee / account holder | $541 | $6,275-91.4% | $10,010-94.6% | $5,403-90.0% |