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 | $1,719 | $156,846-98.9% | $121,098-98.6% | $139,434-98.8% |
| Participation rate | 73.7% | 76.4%-2.7pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 2.02% | 1474.56%-1472.5pp | 985.75%-983.7pp | 372.94%-370.9pp |
| Employer contribution / active EE | $436 | $5,536-92.1% | $4,164-89.5% | $4,751-90.8% |
| Participant deferral / active EE | $670 | $4,844-86.2% | $4,080-83.6% | $6,710-90.0% |
| Admin fee / account holder | $230,745 | $6,946+3222.1% | $5,644+3988.0% | $11,403+1923.6% |