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 | $7,156 | $65,061-89.0% | $143,757-95.0% | $66,914-89.3% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -20.30% | -11.14%-9.2pp | -0.04%-20.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $858 | $2,361-63.7% | $4,951-82.7% | $2,544-66.3% |
| Participant deferral / active EE | $5,738 | $2,919+96.6% | $5,637+1.8% | $4,237+35.4% |
| Admin fee / account holder | $331 | $502-34.1% | $14,673-97.7% | $593-44.3% |