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 | $399 | $109,817-99.6% | $98,442-99.6% | $167,490-99.8% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 0.94% | 1956.69%-1955.8pp | 1492.73%-1491.8pp | 478.56%-477.6pp |
| Employer contribution / active EE | $296 | $3,224-90.8% | $2,960-90.0% | $4,837-93.9% |
| Participant deferral / active EE | $1,134 | $4,673-75.7% | $4,276-73.5% | $6,341-82.1% |
| Admin fee / account holder | $783 | $6,753-88.4% | $5,949-86.8% | $12,309-93.6% |