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 9-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 | $11,300 | $98,240-88.5% | $82,313-86.3% | $147,584-92.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.50% | 30.85%-22.4pp | 25.88%-17.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,485 | $3,192-53.5% | $2,428-38.9% | $4,876-69.6% |
| Participant deferral / active EE | $1,976 | $4,383-54.9% | $3,706-46.7% | $5,439-63.7% |
| Admin fee / account holder | $12,657 | $8,563+47.8% | $5,608+125.7% | $10,885+16.3% |