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 | $9,084 | $159,602-94.3% | $150,045-93.9% | $142,382-93.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 6.86% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $3,870 | $4,961-22.0% | $4,693-17.5% | $4,299-10.0% |
| Participant deferral / active EE | $8,807 | $8,310+6.0% | $7,997+10.1% | $6,507+35.3% |
| Admin fee / account holder | $4,358 | $14,846-70.6% | $13,435-67.6% | $12,624-65.5% |