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 | $8,532 | $102,966-91.7% | $90,281-90.5% | $152,861-94.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.81% | 95.16%-88.4pp | 78.10%-71.3pp | 345.32%-338.5pp |
| Employer contribution / active EE | $2,128 | $3,139-32.2% | $2,854-25.5% | $4,762-55.3% |
| Participant deferral / active EE | $4,047 | $4,281-5.5% | $3,885+4.2% | $5,850-30.8% |
| Admin fee / account holder | $4,192 | $6,171-32.1% | $5,351-21.7% | $11,596-63.8% |