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 6-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 | $6,225 | $76,912-91.9% | $129,110-95.2% | $68,494-90.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -25.08% | -9.78%-15.3pp | -10.94%-14.1pp | -7.84%-17.2pp |
| Employer contribution / active EE | $1,570 | $3,243-51.6% | $5,052-68.9% | $2,596-39.5% |
| Participant deferral / active EE | $2,089 | $4,732-55.9% | $6,542-68.1% | $4,027-48.1% |
| Admin fee / account holder | $471 | $6,638-92.9% | $14,302-96.7% | $5,403-91.3% |