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 9-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 | $12,701 | $91,190-86.1% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.7pp | 69.6%+19.0pp |
| Annual return | 2.27% | 24.19%-21.9pp | 151.07%-148.8pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,063 | $3,256-67.3% | $5,011-78.8% | $2,471-57.0% |
| Participant deferral / active EE | $1,391 | $3,236-57.0% | $5,202-73.3% | $3,740-62.8% |
| Admin fee / account holder | $1,596 | $6,751-76.4% | $13,984-88.6% | $5,306-69.9% |