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 | $19,209 | $118,680-83.8% | $98,907-80.6% | $158,922-87.9% |
| Participation rate | 76.2% | 77.8%-1.6pp | 76.0%+0.2pp | 82.0%-5.8pp |
| Annual return | 3.67% | 372.35%-368.7pp | 196.43%-192.8pp | 302.83%-299.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,046 | $5,088-59.8% | $4,244-51.8% | $5,982-65.8% |
| Admin fee / account holder | $42,522 | $10,131+319.7% | $6,642+540.2% | $11,246+278.1% |