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 4-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 | $12,160 | $167,484-92.7% | $151,611-92.0% | $134,475-91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.85% | 7.80%-43.7pp | 3.33%-39.2pp | 417.96%-453.8pp |
| Employer contribution / active EE | $2,686 | $6,829-60.7% | $6,166-56.4% | $4,740-43.3% |
| Participant deferral / active EE | $5,299 | $8,986-41.0% | $8,363-36.6% | $6,400-17.2% |
| Admin fee / account holder | $450 | $13,783-96.7% | $11,616-96.1% | $11,426-96.1% |