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 | $40 | $74,927-99.9% | $101,794-100.0% | $84,808-100.0% |
| Participation rate | 91.5% | 61.4%+30.1pp | 69.2%+22.3pp | 68.3%+23.2pp |
| Annual return | 9.91% | 18.70%-8.8pp | 30.53%-20.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $970 | $1,522-36.3% | $2,289-57.6% | $2,631-63.1% |
| Participant deferral / active EE | $1,613 | $3,099-47.9% | $4,084-60.5% | $4,212-61.7% |
| Admin fee / account holder | $100,609 | $6,514+1444.5% | $8,777+1046.3% | $7,344+1270.0% |