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 | $7,915 | $98,750-92.0% | $149,696-94.7% | $79,858-90.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 3.46% | 27.43%-24.0pp | 276.60%-273.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,638 | $3,216-49.1% | $4,644-64.7% | $2,471-33.7% |
| Participant deferral / active EE | $3,284 | $5,680-42.2% | $6,842-52.0% | $3,740-12.2% |
| Admin fee / account holder | $1,416 | $6,053-76.6% | $9,309-84.8% | $5,306-73.3% |