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 | $14,271 | $125,758-88.7% | $169,993-91.6% | $75,163-81.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 0.13% | 27.20%-27.1pp | 53.37%-53.2pp | 160.62%-160.5pp |
| Employer contribution / active EE | $3,471 | $4,615-24.8% | $6,785-48.9% | $2,670+30.0% |
| Participant deferral / active EE | $3,545 | $6,837-48.2% | $10,408-65.9% | $4,125-14.1% |
| Admin fee / account holder | $1,370 | $8,173-83.2% | $12,815-89.3% | $5,651-75.8% |