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 | $15,913 | $62,586-74.6% | $76,768-79.3% | $64,186-75.2% |
| Participation rate | 71.7% | 72.8%-1.1pp | 77.0%-5.3pp | 69.6%+2.1pp |
| Annual return | -9.21% | -1.95%-7.3pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,571 | $3,145+13.5% | $3,852-7.3% | $3,470+2.9% |
| Admin fee / account holder | $7,100 | $4,667+52.1% | $6,675+6.4% | $4,888+45.3% |