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 8-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 | $14,701 | $81,900-82.1% | $119,609-87.7% | $68,494-78.5% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -22.09% | -23.82%+1.7pp | -14.97%-7.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,281 | $2,693-15.3% | $4,232-46.1% | $2,596-12.1% |
| Participant deferral / active EE | $3,377 | $4,148-18.6% | $5,602-39.7% | $4,027-16.1% |
| Admin fee / account holder | $1,363 | $6,582-79.3% | $10,323-86.8% | $5,403-74.8% |