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 | $10,085 | $85,202-88.2% | $172,739-94.2% | $72,985-86.2% |
| Participation rate | 91.2% | 70.1%+21.2pp | 82.6%+8.6pp | 69.5%+21.7pp |
| Annual return | 12.43% | 27.32%-14.9pp | 802.84%-790.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,291 | $3,324-61.2% | $5,143-74.9% | $2,440-47.1% |
| Participant deferral / active EE | $1,155 | $3,260-64.6% | $5,198-77.8% | $3,607-68.0% |
| Admin fee / account holder | $939 | $5,884-84.0% | $13,954-93.3% | $5,124-81.7% |