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 | $7,262 | $77,813-90.7% | $123,544-94.1% | $64,186-88.7% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -8.56% | 12.48%-21.0pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,689 | $3,014-44.0% | $4,628-63.5% | $2,381-29.1% |
| Participant deferral / active EE | $3,180 | $5,240-39.3% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $1,216 | $5,519-78.0% | $9,284-86.9% | $4,888-75.1% |