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 6-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 | $15,820 | $71,883-78.0% | $86,677-81.7% | $68,494-76.9% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -23.95% | 3.52%-27.5pp | 35.91%-59.9pp | -7.84%-16.1pp |
| Employer contribution / active EE | $1,992 | $2,173-8.3% | $2,836-29.8% | $2,596-23.3% |
| Participant deferral / active EE | $4,409 | $3,779+16.7% | $4,656-5.3% | $4,027+9.5% |
| Admin fee / account holder | $387 | $6,112-93.7% | $7,493-94.8% | $5,403-92.8% |