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 5-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 | $6,279 | $105,860-94.1% | $90,749-93.1% | $134,475-95.3% |
| Participation rate | 78.3% | 78.2%0pp | 75.7%+2.6pp | 81.2%-3.0pp |
| Annual return | -27.62% | -11.01%-16.6pp | -12.16%-15.5pp | 417.96%-445.6pp |
| Employer contribution / active EE | $1,265 | $3,462-63.5% | $2,921-56.7% | $4,740-73.3% |
| Participant deferral / active EE | $2,546 | $5,216-51.2% | $4,564-44.2% | $6,400-60.2% |
| Admin fee / account holder | $301 | $13,938-97.8% | $8,445-96.4% | $11,426-97.4% |