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 | $13,637 | $152,587-91.1% | $125,175-89.1% | $152,861-91.1% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 0.11% | 54.84%-54.7pp | 43.79%-43.7pp | 345.32%-345.2pp |
| Employer contribution / active EE | $2,905 | $4,946-41.3% | $3,865-24.9% | $4,762-39.0% |
| Participant deferral / active EE | $3,790 | $5,868-35.4% | $4,937-23.2% | $5,850-35.2% |
| Admin fee / account holder | $1,148 | $13,434-91.5% | $9,702-88.2% | $11,596-90.1% |