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 | $6,652 | $60,124-88.9% | $90,404-92.6% | $79,858-91.7% |
| Participation rate | 98.2% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.5pp |
| Annual return | 8.52% | 71.94%-63.4pp | 1293.02%-1284.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,356 | $2,068-34.4% | $3,262-58.4% | $2,471-45.1% |
| Participant deferral / active EE | $1,730 | $2,938-41.1% | $3,963-56.4% | $3,740-53.7% |
| Admin fee / account holder | $4,211 | $3,976+5.9% | $5,611-25.0% | $5,306-20.6% |