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 9-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 | $8,463 | $59,805-85.8% | $79,550-89.4% | $68,494-87.6% |
| Participation rate | 82.9% | 61.1%+21.9pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -22.04% | -12.30%-9.7pp | 0.16%-22.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $973 | $1,505-35.4% | $2,413-59.7% | $2,596-62.5% |
| Participant deferral / active EE | $3,945 | $3,024+30.4% | $3,985-1.0% | $4,027-2.0% |
| Admin fee / account holder | $786 | $4,835-83.7% | $6,832-88.5% | $5,403-85.4% |