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 4-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 | $4,186 | $99,877-95.8% | $84,966-95.1% | $145,922-97.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | -3.90% | 83.76%-87.7pp | 66.38%-70.3pp | 561.29%-565.2pp |
| Employer contribution / active EE | $825 | $3,231-74.5% | $2,727-69.8% | $4,660-82.3% |
| Participant deferral / active EE | $1,190 | $5,291-77.5% | $4,519-73.7% | $6,688-82.2% |
| Admin fee / account holder | $377 | $7,248-94.8% | $6,149-93.9% | $13,397-97.2% |