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 | $6,859 | $110,257-93.8% | $96,544-92.9% | $139,434-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -4.00% | 26.32%-30.3pp | 25.84%-29.8pp | 372.94%-376.9pp |
| Employer contribution / active EE | $1,581 | $3,620-56.3% | $2,965-46.7% | $4,751-66.7% |
| Participant deferral / active EE | $3,279 | $5,548-40.9% | $4,851-32.4% | $6,710-51.1% |
| Admin fee / account holder | $999 | $11,591-91.4% | $8,252-87.9% | $11,403-91.2% |