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 7-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 | $15,522 | $71,883-78.4% | $86,677-82.1% | $68,494-77.3% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -24.57% | 3.52%-28.1pp | 35.91%-60.5pp | -7.84%-16.7pp |
| Employer contribution / active EE | $2,202 | $2,173+1.3% | $2,836-22.4% | $2,596-15.2% |
| Participant deferral / active EE | $4,615 | $3,779+22.1% | $4,656-0.9% | $4,027+14.6% |
| Admin fee / account holder | $3,058 | $6,112-50.0% | $7,493-59.2% | $5,403-43.4% |