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 10-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 | $7,603 | $85,202-91.1% | $172,739-95.6% | $72,985-89.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.71% | 27.32%-12.6pp | 802.84%-788.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $679 | $3,324-79.6% | $5,143-86.8% | $2,440-72.2% |
| Participant deferral / active EE | $1,002 | $3,260-69.3% | $5,198-80.7% | $3,607-72.2% |
| Admin fee / account holder | $3,813 | $5,884-35.2% | $13,954-72.7% | $5,124-25.6% |