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 3-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 | $32,273 | $109,413-70.5% | $156,263-79.3% | $84,808-61.9% |
| Participation rate | 98.5% | 72.7%+25.8pp | 78.9%+19.6pp | 68.3%+30.2pp |
| Annual return | -3.17% | 20.18%-23.3pp | 59.47%-62.6pp | 40.90%-44.1pp |
| Employer contribution / active EE | $2,323 | $2,907-20.1% | $4,333-46.4% | $2,631-11.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $860 | $9,357-90.8% | $14,255-94.0% | $7,344-88.3% |