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 | $10,768 | $110,094-90.2% | $151,611-92.9% | $68,494-84.3% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -21.50% | -10.12%-11.4pp | 3.33%-24.8pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,907 | $4,471-57.3% | $6,166-69.1% | $2,596-26.5% |
| Participant deferral / active EE | $5,694 | $6,527-12.8% | $8,363-31.9% | $4,027+41.4% |
| Admin fee / account holder | $500 | $7,719-93.5% | $11,616-95.7% | $5,403-90.7% |