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 | $5,930 | $45,863-87.1% | $77,024-92.3% | $68,494-91.3% |
| Participation rate | 90.9% | 55.9%+35.0pp | 67.9%+23.0pp | 67.9%+23.0pp |
| Annual return | -21.94% | 1.72%-23.7pp | 42.32%-64.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,592 | $1,650-3.5% | $2,812-43.4% | $2,596-38.7% |
| Participant deferral / active EE | $3,085 | $2,962+4.2% | $4,426-30.3% | $4,027-23.4% |
| Admin fee / account holder | $500 | $3,041-83.6% | $5,425-90.8% | $5,403-90.8% |