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 8-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 | $21,869 | $81,900-73.3% | $119,609-81.7% | $68,494-68.1% |
| Participation rate | 96.5% | 71.9%+24.6pp | 79.3%+17.2pp | 67.9%+28.6pp |
| Annual return | -19.00% | -23.82%+4.8pp | -14.97%-4.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,521 | $2,693-6.4% | $4,232-40.4% | $2,596-2.9% |
| Participant deferral / active EE | $2,119 | $4,148-48.9% | $5,602-62.2% | $4,027-47.4% |
| Admin fee / account holder | $1,075 | $6,582-83.7% | $10,323-89.6% | $5,403-80.1% |