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 9-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 | $20,502 | $102,553-80.0% | $151,611-86.5% | $66,914-69.4% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -18.44% | -10.82%-7.6pp | 3.33%-21.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,317 | $4,180-44.6% | $6,166-62.4% | $2,544-8.9% |
| Participant deferral / active EE | $5,741 | $6,641-13.5% | $8,363-31.4% | $4,237+35.5% |
| Admin fee / account holder | $627 | $630-0.5% | $11,616-94.6% | $593+5.7% |