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 | $10,864 | $105,998-89.8% | $92,233-88.2% | $147,584-92.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 5.69% | 50.05%-44.4pp | 176.28%-170.6pp | 578.55%-572.9pp |
| Employer contribution / active EE | $4,651 | $4,333+7.3% | $3,679+26.4% | $4,876-4.6% |
| Participant deferral / active EE | $4,682 | $4,478+4.6% | $3,897+20.2% | $5,439-13.9% |
| Admin fee / account holder | $22,607 | $6,332+257.0% | $5,194+335.3% | $10,885+107.7% |