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 | $7,463 | $79,449-90.6% | $189,557-96.1% | $85,850-91.3% |
| Participation rate | 92.7% | 66.0%+26.7pp | 78.4%+14.2pp | 69.3%+23.4pp |
| Annual return | 7.91% | 18.45%-10.5pp | 64.17%-56.3pp | 318.53%-310.6pp |
| Employer contribution / active EE | $641 | $2,081-69.2% | $4,412-85.5% | $2,565-75.0% |
| Participant deferral / active EE | $1,531 | $4,051-62.2% | $6,174-75.2% | $3,952-61.3% |
| Admin fee / account holder | $1,626 | $5,377-69.8% | $9,807-83.4% | $6,260-74.0% |