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 | $7,498 | $100,754-92.6% | $86,677-91.3% | $134,475-94.4% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -23.50% | 29.04%-52.5pp | 35.91%-59.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,287 | $3,489-63.1% | $2,836-54.6% | $4,740-72.8% |
| Participant deferral / active EE | $3,088 | $5,338-42.2% | $4,656-33.7% | $6,400-51.8% |
| Admin fee / account holder | $374 | $10,926-96.6% | $7,493-95.0% | $11,426-96.7% |