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 | $13,893 | $165,335-91.6% | $149,696-90.7% | $158,922-91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.48% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,458 | $5,103-71.4% | $4,644-68.6% | $4,761-69.4% |
| Participant deferral / active EE | $5,761 | $7,181-19.8% | $6,842-15.8% | $5,982-3.7% |
| Admin fee / account holder | $399 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |