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 | $2,606 | $177,572-98.5% | $154,803-98.3% | $142,382-98.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 4.09% | 65.07%-61.0pp | 58.88%-54.8pp | 217.08%-213.0pp |
| Employer contribution / active EE | $1,820 | $4,810-62.2% | $4,305-57.7% | $4,299-57.7% |
| Participant deferral / active EE | $4,550 | $6,272-27.5% | $5,540-17.9% | $6,507-30.1% |
| Admin fee / account holder | $179,968 | $16,786+972.1% | $14,329+1156.0% | $12,624+1325.6% |