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 3-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 | $5,462 | $111,754-95.1% | $103,333-94.7% | $145,922-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.48% | 24.77%-19.3pp | 24.88%-19.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,935 | $4,212-54.1% | $3,868-50.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,457 | $5,619-20.7% | $5,057-11.9% | $6,688-33.4% |
| Admin fee / account holder | $24,161 | $9,750+147.8% | $8,355+189.2% | $13,397+80.3% |