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 | $20,856 | $71,883-71.0% | $86,677-75.9% | $68,494-69.6% |
| Participation rate | 90.7% | 72.2%+18.5pp | 76.6%+14.1pp | 67.9%+22.8pp |
| Annual return | -19.87% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,265 | $2,173-41.8% | $2,836-55.4% | $2,596-51.3% |
| Participant deferral / active EE | $3,476 | $3,779-8.0% | $4,656-25.3% | $4,027-13.7% |
| Admin fee / account holder | $1,802 | $6,112-70.5% | $7,493-76.0% | $5,403-66.6% |