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 | $6,314 | $82,032-92.3% | $123,104-94.9% | $59,632-89.4% |
| Participation rate | 83.1% | 83.2%-0.1pp | 86.8%-3.7pp | 68.7%+14.4pp |
| Annual return | -5.01% | 5.12%-10.1pp | 13.22%-18.2pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,882 | $3,297-42.9% | $5,151-63.5% | $2,203-14.5% |
| Participant deferral / active EE | $3,047 | $4,667-34.7% | $6,230-51.1% | $3,192-4.5% |
| Admin fee / account holder | $319 | $5,881-94.6% | $9,015-96.5% | $4,297-92.6% |