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 | $1,599 | $29,660-94.6% | $56,411-97.2% | $80,856-98.0% |
| Participation rate | 71.0% | 41.6%+29.3pp | 52.5%+18.5pp | 67.6%+3.3pp |
| Annual return | 8.03% | 35.23%-27.2pp | 1701.33%-1693.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $448 | $669-33.0% | $1,039-56.8% | $2,755-83.7% |
| Participant deferral / active EE | $495 | $1,226-59.7% | $1,952-74.7% | $4,296-88.5% |
| Admin fee / account holder | $1,242 | $2,428-48.8% | $2,829-56.1% | $6,918-82.0% |