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 10-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 | $27,091 | $65,435-58.6% | $86,677-68.7% | $66,914-59.5% |
| Participation rate | 79.6% | 75.5%+4.2pp | 76.6%+3.0pp | 69.8%+9.8pp |
| Annual return | -18.01% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $986 | $2,153-54.2% | $2,836-65.2% | $2,544-61.2% |
| Participant deferral / active EE | $3,366 | $4,100-17.9% | $4,656-27.7% | $4,237-20.5% |
| Admin fee / account holder | $2,247 | $642+250.2% | $7,493-70.0% | $593+278.7% |