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 | $6,972 | $226,064-96.9% | $182,532-96.2% | $152,861-95.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 0.80% | 192.51%-191.7pp | 148.54%-147.7pp | 345.32%-344.5pp |
| Employer contribution / active EE | $2,591 | $4,978-48.0% | $4,076-36.4% | $4,762-45.6% |
| Participant deferral / active EE | $1,645 | $6,368-74.2% | $5,524-70.2% | $5,850-71.9% |
| Admin fee / account holder | $2,384 | $10,703-77.7% | $8,592-72.3% | $11,596-79.4% |