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 | $11,897 | $167,307-92.9% | $143,757-91.7% | $134,475-91.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -25.60% | 0.46%-26.1pp | -0.04%-25.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,787 | $5,619-68.2% | $4,951-63.9% | $4,740-62.3% |
| Participant deferral / active EE | $2,219 | $6,446-65.6% | $5,637-60.6% | $6,400-65.3% |
| Admin fee / account holder | $312 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |