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 | $4,220 | $214,378-98.0% | $200,582-97.9% | $142,382-97.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.15% | 46.41%-46.3pp | 42.33%-42.2pp | 217.08%-216.9pp |
| Employer contribution / active EE | $38,664 | $6,841+465.1% | $6,419+502.4% | $4,299+799.3% |
| Participant deferral / active EE | $20,304 | $9,865+105.8% | $9,331+117.6% | $6,507+212.0% |
| Admin fee / account holder | $210,228 | $17,692+1088.3% | $16,305+1189.4% | $12,624+1565.3% |