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 6-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 | $8,927 | $117,983-92.4% | $101,794-91.2% | $142,382-93.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.11% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,135 | $2,773-59.1% | $2,289-50.4% | $4,299-73.6% |
| Participant deferral / active EE | $1,836 | $4,714-61.1% | $4,084-55.1% | $6,507-71.8% |
| Admin fee / account holder | $1,230 | $10,433-88.2% | $8,777-86.0% | $12,624-90.3% |