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 | $13,590 | $159,602-91.5% | $150,045-90.9% | $142,382-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.52% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,892 | $4,961-61.9% | $4,693-59.7% | $4,299-56.0% |
| Participant deferral / active EE | $6,003 | $8,310-27.8% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $1,307 | $14,846-91.2% | $13,435-90.3% | $12,624-89.6% |