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 | $6,941 | $98,240-92.9% | $82,313-91.6% | $147,584-95.3% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 7.43% | 30.85%-23.4pp | 25.88%-18.4pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,454 | $3,192-54.4% | $2,428-40.1% | $4,876-70.2% |
| Participant deferral / active EE | $2,005 | $4,383-54.2% | $3,706-45.9% | $5,439-63.1% |
| Admin fee / account holder | $1,046 | $8,563-87.8% | $5,608-81.3% | $10,885-90.4% |