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 4-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 | $10,284 | $61,774-83.4% | $97,226-89.4% | $80,856-87.3% |
| Participation rate | 90.3% | 63.5%+26.8pp | 72.7%+17.6pp | 67.6%+22.7pp |
| Annual return | 7.30% | -557.90%+565.2pp | 75.13%-67.8pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,491 | $1,837-18.8% | $2,729-45.4% | $2,755-45.9% |
| Participant deferral / active EE | $3,408 | $3,029+12.5% | $4,264-20.1% | $4,296-20.7% |
| Admin fee / account holder | $472 | $5,166-90.9% | $5,654-91.7% | $6,918-93.2% |