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 | $19,667 | $113,935-82.7% | $94,224-79.1% | $125,391-84.3% |
| Participation rate | 76.5% | 82.9%-6.4pp | 78.8%-2.3pp | 83.2%-6.7pp |
| Annual return | -7.42% | 5.29%-12.7pp | 10.68%-18.1pp | 282.22%-289.6pp |
| Employer contribution / active EE | $3,242 | $4,727-31.4% | $3,587-9.6% | $4,866-33.4% |
| Participant deferral / active EE | $4,051 | $5,179-21.8% | $4,320-6.2% | $5,352-24.3% |
| Admin fee / account holder | $6,644 | $8,391-20.8% | $6,269+6.0% | $9,540-30.4% |