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 | $13,172 | $48,570-72.9% | $130,648-89.9% | $72,985-82.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 3.02% | 38.63%-35.6pp | 1708.96%-1705.9pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,306 | $1,334-2.1% | $4,092-68.1% | $2,440-46.5% |
| Participant deferral / active EE | $1,040 | $2,384-56.4% | $3,603-71.1% | $3,607-71.2% |
| Admin fee / account holder | $399 | $3,549-88.8% | $5,464-92.7% | $5,124-92.2% |