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 5-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 | $11,274 | $72,277-84.4% | $101,248-88.9% | $79,858-85.9% |
| Participation rate | 94.3% | 68.5%+25.8pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | -61.61% | 22.30%-83.9pp | 46.47%-108.1pp | 31.71%-93.3pp |
| Employer contribution / active EE | $2,476 | $2,692-8.0% | $3,660-32.3% | $2,471+0.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,256 | $4,400-48.7% | $5,945-62.0% | $5,306-57.5% |