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 7-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 | $4,028 | $65,041-93.8% | $90,951-95.6% | $79,858-95.0% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | -1.19% | 30.45%-31.6pp | 134.60%-135.8pp | 31.71%-32.9pp |
| Employer contribution / active EE | $538 | $1,247-56.9% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $2,246 | $2,512-10.6% | $3,373-33.4% | $3,740-39.9% |
| Admin fee / account holder | $5,004 | $4,536+10.3% | $5,959-16.0% | $5,306-5.7% |