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 | $7,686 | $57,281-86.6% | $86,612-91.1% | $75,163-89.8% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 4.90% | 2670.75%-2665.8pp | 591.07%-586.2pp | 160.62%-155.7pp |
| Employer contribution / active EE | $1,624 | $2,314-29.8% | $3,022-46.3% | $2,670-39.2% |
| Participant deferral / active EE | $2,822 | $3,318-14.9% | $4,438-36.4% | $4,125-31.6% |
| Admin fee / account holder | $6,018 | $4,112+46.3% | $5,614+7.2% | $5,651+6.5% |