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 | $12,159 | $99,020-87.7% | $86,590-86.0% | $147,584-91.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.86% | 1312.34%-1304.5pp | 964.84%-957.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,325 | $3,132-57.7% | $2,839-53.3% | $4,876-72.8% |
| Participant deferral / active EE | $2,188 | $3,972-44.9% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $25,139 | $5,710+340.2% | $4,906+412.5% | $10,885+130.9% |