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 | $22,692 | $71,883-68.4% | $86,677-73.8% | $68,494-66.9% |
| Participation rate | 96.6% | 72.2%+24.4pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -19.05% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,104 | $2,173-49.2% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $3,407 | $3,779-9.8% | $4,656-26.8% | $4,027-15.4% |
| Admin fee / account holder | $307 | $6,112-95.0% | $7,493-95.9% | $5,403-94.3% |