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 5-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 | $7,794 | $69,010-88.7% | $159,960-95.1% | $68,494-88.6% |
| Participation rate | 97.9% | 65.4%+32.5pp | 78.0%+20.0pp | 67.9%+30.0pp |
| Annual return | -22.13% | -9.65%-12.5pp | 408.60%-430.7pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,180 | $2,213-1.5% | $4,226-48.4% | $2,596-16.0% |
| Participant deferral / active EE | $6,251 | $4,212+48.4% | $6,182+1.1% | $4,027+55.2% |
| Admin fee / account holder | $366 | $4,798-92.4% | $8,698-95.8% | $5,403-93.2% |