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 9-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 | $21,338 | $86,286-75.3% | $111,297-80.8% | $85,850-75.1% |
| Participation rate | 98.8% | 73.3%+25.5pp | 77.3%+21.5pp | 69.3%+29.5pp |
| Annual return | 0.71% | 19.99%-19.3pp | 54.65%-53.9pp | 318.53%-317.8pp |
| Employer contribution / active EE | $791 | $2,043-61.3% | $2,731-71.0% | $2,565-69.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,564 | $8,188-80.9% | $7,964-80.4% | $6,260-75.0% |