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 3-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 | $19,354 | $167,484-88.4% | $151,611-87.2% | $134,475-85.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -59.30% | 7.80%-67.1pp | 3.33%-62.6pp | 417.96%-477.3pp |
| Employer contribution / active EE | $4,792 | $6,829-29.8% | $6,166-22.3% | $4,740+1.1% |
| Participant deferral / active EE | $9,509 | $8,986+5.8% | $8,363+13.7% | $6,400+48.6% |
| Admin fee / account holder | $1,220 | $13,783-91.2% | $11,616-89.5% | $11,426-89.3% |