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 8-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 | $6,959 | $211,958-96.7% | $169,463-95.9% | $135,375-94.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -21.95% | 3.26%-25.2pp | 1.83%-23.8pp | 519.73%-541.7pp |
| Employer contribution / active EE | $1,436 | $5,120-71.9% | $4,159-65.5% | $4,779-69.9% |
| Participant deferral / active EE | $2,602 | $6,075-57.2% | $5,277-50.7% | $5,609-53.6% |
| Admin fee / account holder | $769 | $11,471-93.3% | $9,109-91.6% | $10,827-92.9% |