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 4-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 | $22,476 | $214,378-89.5% | $200,582-88.8% | $142,382-84.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -15.04% | 46.41%-61.4pp | 42.33%-57.4pp | 217.08%-232.1pp |
| Employer contribution / active EE | $2,641 | $6,841-61.4% | $6,419-58.9% | $4,299-38.6% |
| Participant deferral / active EE | $4,302 | $9,865-56.4% | $9,331-53.9% | $6,507-33.9% |
| Admin fee / account holder | $7,878 | $17,692-55.5% | $16,305-51.7% | $12,624-37.6% |