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 8-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 | $17,353 | $157,256-89.0% | $141,162-87.7% | $152,861-88.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.09% | 64.32%-59.2pp | 71.39%-66.3pp | 345.32%-340.2pp |
| Employer contribution / active EE | $3,186 | $5,261-39.4% | $4,735-32.7% | $4,762-33.1% |
| Participant deferral / active EE | $2,774 | $7,109-61.0% | $6,709-58.7% | $5,850-52.6% |
| Admin fee / account holder | $4,737 | $12,120-60.9% | $10,261-53.8% | $11,596-59.2% |