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 4-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 | $1,232 | $30,400-95.9% | $53,898-97.7% | $84,808-98.5% |
| Participation rate | 82.9% | 46.4%+36.5pp | 55.0%+28.0pp | 68.3%+14.6pp |
| Annual return | 11.50% | 500.19%-488.7pp | 528.60%-517.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $560 | $603-7.1% | $932-39.9% | $2,631-78.7% |
| Participant deferral / active EE | $694 | $1,199-42.1% | $1,826-62.0% | $4,212-83.5% |
| Admin fee / account holder | $1,150 | $1,993-42.3% | $2,491-53.8% | $7,344-84.3% |