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 | $5,296 | $181,894-97.1% | $156,549-96.6% | $273,961-98.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.17% | 30.74%-30.9pp | 32.23%-32.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $7,000 | $6,248+12.0% | $5,501+27.2% | $4,869+43.8% |
| Participant deferral / active EE | $15,300 | $5,550+175.7% | $4,871+214.1% | $5,287+189.4% |
| Admin fee / account holder | $47,230 | $15,559+203.6% | $13,027+262.5% | $10,132+366.1% |