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 | $12,021 | $71,883-83.3% | $86,677-86.1% | $68,494-82.5% |
| Participation rate | 74.4% | 72.2%+2.1pp | 76.6%-2.2pp | 67.9%+6.5pp |
| Annual return | -19.22% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,540 | $2,173-29.1% | $2,836-45.7% | $2,596-40.7% |
| Participant deferral / active EE | $2,976 | $3,779-21.2% | $4,656-36.1% | $4,027-26.1% |
| Admin fee / account holder | $3,265 | $6,112-46.6% | $7,493-56.4% | $5,403-39.6% |