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 6-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 | $572 | $86,929-99.3% | $102,423-99.4% | $80,856-99.3% |
| Participation rate | 97.7% | 72.4%+25.4pp | 76.5%+21.2pp | 67.6%+30.1pp |
| Annual return | -917.81% | 18.88%-936.7pp | 29.32%-947.1pp | 35.59%-953.4pp |
| Employer contribution / active EE | $5,550 | $2,369+134.2% | $3,023+83.6% | $2,755+101.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,726 | $8,049-78.6% | $9,451-81.7% | $6,918-75.1% |