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 | $13,057 | $167,307-92.2% | $143,757-90.9% | $134,475-90.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -32.61% | 0.46%-33.1pp | -0.04%-32.6pp | 417.96%-450.6pp |
| Employer contribution / active EE | $2,169 | $5,619-61.4% | $4,951-56.2% | $4,740-54.2% |
| Participant deferral / active EE | $5,203 | $6,446-19.3% | $5,637-7.7% | $6,400-18.7% |
| Admin fee / account holder | $1,254 | $18,088-93.1% | $14,673-91.5% | $11,426-89.0% |