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 | $12,873 | $118,849-89.2% | $96,562-86.7% | $167,490-92.3% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 6.80% | 50.49%-43.7pp | 37.78%-31.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $681 | $3,120-78.2% | $2,356-71.1% | $4,837-85.9% |
| Participant deferral / active EE | $5,160 | $4,616+11.8% | $3,849+34.1% | $6,341-18.6% |
| Admin fee / account holder | $1,719 | $8,065-78.7% | $6,181-72.2% | $12,309-86.0% |