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 | $9,219 | $99,020-90.7% | $86,590-89.4% | $147,584-93.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.60% | 1312.34%-1308.7pp | 964.84%-961.2pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,871 | $3,132-40.3% | $2,839-34.1% | $4,876-61.6% |
| Participant deferral / active EE | $2,366 | $3,972-40.4% | $3,609-34.4% | $5,439-56.5% |
| Admin fee / account holder | $72,429 | $5,710+1168.4% | $4,906+1376.4% | $10,885+565.4% |