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 | $11,473 | $133,958-91.4% | $112,228-89.8% | $134,475-91.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -22.65% | 47.11%-69.8pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,554 | $4,038-61.5% | $3,635-57.2% | $4,740-67.2% |
| Participant deferral / active EE | $1,508 | $5,291-71.5% | $4,728-68.1% | $6,400-76.4% |
| Admin fee / account holder | $1,666 | $7,489-77.7% | $6,410-74.0% | $11,426-85.4% |