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 | $16,337 | $100,754-83.8% | $86,677-81.2% | $134,475-87.9% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -21.57% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,414 | $3,489-59.5% | $2,836-50.1% | $4,740-70.2% |
| Participant deferral / active EE | $2,080 | $5,338-61.0% | $4,656-55.3% | $6,400-67.5% |
| Admin fee / account holder | $2,634 | $10,926-75.9% | $7,493-64.8% | $11,426-76.9% |