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 | $14,908 | $124,319-88.0% | $111,297-86.6% | $167,490-91.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.05% | 37.44%-30.4pp | 54.65%-47.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,474 | $3,435-57.1% | $2,731-46.0% | $4,837-69.5% |
| Participant deferral / active EE | $2,764 | $5,180-46.7% | $4,487-38.4% | $6,341-56.4% |
| Admin fee / account holder | $2,990 | $10,618-71.8% | $7,964-62.5% | $12,309-75.7% |