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 | $17,611 | $82,664-78.7% | $125,339-85.9% | $68,494-74.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -24.38% | -5.97%-18.4pp | 572.05%-596.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,543 | $3,381-54.4% | $4,814-67.9% | $2,596-40.6% |
| Participant deferral / active EE | $3,066 | $6,110-49.8% | $7,446-58.8% | $4,027-23.9% |
| Admin fee / account holder | $1,753 | $6,275-72.1% | $10,010-82.5% | $5,403-67.6% |