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 10-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 | $8,216 | $56,357-85.4% | $104,294-92.1% | $68,494-88.0% |
| Participation rate | 80.6% | 63.3%+17.3pp | 73.3%+7.3pp | 67.9%+12.7pp |
| Annual return | -19.92% | -9.19%-10.7pp | 24.61%-44.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,926 | $3,077-37.4% | $4,625-58.4% | $4,027-52.2% |
| Admin fee / account holder | $730 | $4,903-85.1% | $7,339-90.1% | $5,403-86.5% |