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 9-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 | $3,845 | $42,894-91.0% | $60,874-93.7% | $68,494-94.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -20.90% | -13.98%-6.9pp | 16.90%-37.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $869 | $1,978-56.1% | $2,701-67.8% | $2,596-66.5% |
| Participant deferral / active EE | $1,937 | $2,867-32.4% | $3,817-49.2% | $4,027-51.9% |
| Admin fee / account holder | $1,643 | $3,101-47.0% | $3,224-49.0% | $5,403-69.6% |