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 5-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 | $7,411 | $111,724-93.4% | $93,606-92.1% | $145,922-94.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 4.44% | 202.98%-198.5pp | 133.20%-128.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $736 | $3,090-76.2% | $2,420-69.6% | $4,660-84.2% |
| Participant deferral / active EE | $1,221 | $4,912-75.1% | $4,411-72.3% | $6,688-81.7% |
| Admin fee / account holder | $3,527 | $10,250-65.6% | $8,285-57.4% | $13,397-73.7% |