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 4-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 | $5,038 | $81,900-93.8% | $119,609-95.8% | $68,494-92.6% |
| Participation rate | 76.7% | 71.9%+4.9pp | 79.3%-2.5pp | 67.9%+8.9pp |
| Annual return | -20.84% | -23.82%+3.0pp | -14.97%-5.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,082 | $4,148-25.7% | $5,602-45.0% | $4,027-23.5% |
| Admin fee / account holder | $618 | $6,582-90.6% | $10,323-94.0% | $5,403-88.6% |