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 | $8,420 | $59,805-85.9% | $79,550-89.4% | $68,494-87.7% |
| Participation rate | 80.5% | 61.1%+19.4pp | 69.5%+11.0pp | 67.9%+12.6pp |
| Annual return | -19.47% | -12.30%-7.2pp | 0.16%-19.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,539 | $1,505+2.2% | $2,413-36.2% | $2,596-40.7% |
| Participant deferral / active EE | $2,342 | $3,024-22.6% | $3,985-41.2% | $4,027-41.8% |
| Admin fee / account holder | $434 | $4,835-91.0% | $6,832-93.6% | $5,403-92.0% |