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 | $9,449 | $133,958-92.9% | $112,228-91.6% | $134,475-93.0% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -22.23% | 47.11%-69.3pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,351 | $4,038-66.5% | $3,635-62.8% | $4,740-71.5% |
| Participant deferral / active EE | $2,730 | $5,291-48.4% | $4,728-42.3% | $6,400-57.3% |
| Admin fee / account holder | $473 | $7,489-93.7% | $6,410-92.6% | $11,426-95.9% |