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 | $4,515 | $183,519-97.5% | $155,509-97.1% | $145,922-96.9% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 4.18% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.1pp |
| Employer contribution / active EE | $2,648 | $5,313-50.2% | $4,672-43.3% | $4,660-43.2% |
| Participant deferral / active EE | $2,288 | $6,462-64.6% | $5,626-59.3% | $6,688-65.8% |
| Admin fee / account holder | $116,597 | $19,313+503.7% | $15,912+632.8% | $13,397+770.3% |