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 6-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 | $9,085 | $95,862-90.5% | $79,550-88.6% | $134,475-93.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.04% | -2.69%-19.3pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,657 | $3,128-47.0% | $2,413-31.3% | $4,740-65.0% |
| Participant deferral / active EE | $3,647 | $4,693-22.3% | $3,985-8.5% | $6,400-43.0% |
| Admin fee / account holder | $777 | $9,126-91.5% | $6,832-88.6% | $11,426-93.2% |