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 | $18,787 | $123,793-84.8% | $177,821-89.4% | $79,858-76.5% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | -2.88% | 22.82%-25.7pp | 48.32%-51.2pp | 31.71%-34.6pp |
| Employer contribution / active EE | $3,348 | $4,095-18.2% | $5,918-43.4% | $2,471+35.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $608 | $7,243-91.6% | $12,427-95.1% | $5,306-88.5% |