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 9-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 | $11,385 | $91,190-87.5% | $178,490-93.6% | $79,858-85.7% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 5.59% | 24.19%-18.6pp | 151.07%-145.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $541 | $3,256-83.4% | $5,011-89.2% | $2,471-78.1% |
| Participant deferral / active EE | $1,791 | $3,236-44.7% | $5,202-65.6% | $3,740-52.1% |
| Admin fee / account holder | $571 | $6,751-91.5% | $13,984-95.9% | $5,306-89.2% |