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 8-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 | $6,881 | $159,901-95.7% | $146,958-95.3% | $145,922-95.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 1.59% | 98.13%-96.5pp | 418.34%-416.8pp | 561.29%-559.7pp |
| Employer contribution / active EE | $1,747 | $5,286-66.9% | $4,933-64.6% | $4,660-62.5% |
| Participant deferral / active EE | $10,102 | $8,428+19.9% | $8,070+25.2% | $6,688+51.0% |
| Admin fee / account holder | $23,310 | $15,044+54.9% | $12,998+79.3% | $13,397+74.0% |