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 | $12,575 | $68,547-81.7% | $120,354-89.6% | $80,856-84.4% |
| Participation rate | 88.5% | 61.6%+26.9pp | 71.9%+16.6pp | 67.6%+20.8pp |
| Annual return | 9.60% | 23.60%-14.0pp | 107.15%-97.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,711 | $2,051-16.6% | $3,463-50.6% | $2,755-37.9% |
| Participant deferral / active EE | $1,217 | $3,173-61.7% | $4,991-75.6% | $4,296-71.7% |
| Admin fee / account holder | $713 | $5,732-87.6% | $9,423-92.4% | $6,918-89.7% |