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 7-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 | $3,975 | $46,674-91.5% | $117,472-96.6% | $68,494-94.2% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -24.09% | -14.52%-9.6pp | 29.74%-53.8pp | -7.84%-16.2pp |
| Employer contribution / active EE | $615 | $1,505-59.1% | $4,176-85.3% | $2,596-76.3% |
| Participant deferral / active EE | $1,585 | $2,636-39.9% | $4,070-61.0% | $4,027-60.6% |
| Admin fee / account holder | $564 | $4,020-86.0% | $5,645-90.0% | $5,403-89.6% |