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 | $7,464 | $89,753-91.7% | $107,525-93.1% | $84,808-91.2% |
| Participation rate | 96.8% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.5pp |
| Annual return | -74.22% | 29.48%-103.7pp | 181.32%-255.5pp | 40.90%-115.1pp |
| Employer contribution / active EE | $3,437 | $3,113+10.4% | $3,754-8.4% | $2,631+30.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,470 | $7,222-79.6% | $8,919-83.5% | $7,344-80.0% |