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 8-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 | $10,805 | $202,318-94.7% | $172,739-93.7% | $152,861-92.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 6.10% | 1029.65%-1023.5pp | 802.84%-796.7pp | 345.32%-339.2pp |
| Employer contribution / active EE | $2,394 | $5,856-59.1% | $5,143-53.4% | $4,762-49.7% |
| Participant deferral / active EE | $3,578 | $5,948-39.9% | $5,198-31.2% | $5,850-38.8% |
| Admin fee / account holder | $845 | $17,109-95.1% | $13,954-93.9% | $11,596-92.7% |