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 7-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 | $5,965 | $148,534-96.0% | $135,903-95.6% | $139,434-95.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 8.84% | 79.19%-70.3pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,203 | $5,243-77.1% | $4,856-75.2% | $4,751-74.7% |
| Participant deferral / active EE | $3,420 | $8,100-57.8% | $7,758-55.9% | $6,710-49.0% |
| Admin fee / account holder | $7,097 | $12,400-42.8% | $10,762-34.1% | $11,403-37.8% |