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 9-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 | $22,166 | $71,883-69.2% | $86,677-74.4% | $68,494-67.6% |
| Participation rate | 70.4% | 72.2%-1.9pp | 76.6%-6.2pp | 67.9%+2.5pp |
| Annual return | -19.39% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,189 | $2,173-45.3% | $2,836-58.1% | $2,596-54.2% |
| Participant deferral / active EE | $1,736 | $3,779-54.1% | $4,656-62.7% | $4,027-56.9% |
| Admin fee / account holder | $420 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |