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 | $13,814 | $176,662-92.2% | $130,648-89.4% | $152,861-91.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 71.7%+6.5pp | 82.4%-4.2pp |
| Annual return | 3.81% | 2692.24%-2688.4pp | 1708.96%-1705.1pp | 345.32%-341.5pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,421 | $4,361-67.4% | $3,603-60.5% | $5,850-75.7% |
| Admin fee / account holder | $700 | $7,133-90.2% | $5,464-87.2% | $11,596-94.0% |