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 7-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 | $19,807 | $157,256-87.4% | $141,162-86.0% | $152,861-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.41% | 64.32%-55.9pp | 71.39%-63.0pp | 345.32%-336.9pp |
| Employer contribution / active EE | $5,115 | $5,261-2.8% | $4,735+8.0% | $4,762+7.4% |
| Participant deferral / active EE | $10,795 | $7,109+51.8% | $6,709+60.9% | $5,850+84.5% |
| Admin fee / account holder | $466 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |