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 | $5,178 | $48,795-89.4% | $65,493-92.1% | $84,808-93.9% |
| Participation rate | 93.6% | 67.0%+26.6pp | 73.1%+20.5pp | 68.3%+25.3pp |
| Annual return | 9.97% | 20.20%-10.2pp | 982.45%-972.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $783 | $1,930-59.4% | $2,574-69.6% | $2,631-70.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $312 | $3,877-92.0% | $5,028-93.8% | $7,344-95.8% |