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 7-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 | $9,842 | $177,572-94.5% | $154,803-93.6% | $142,382-93.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.53% | 65.07%-54.5pp | 58.88%-48.4pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,914 | $4,810-39.4% | $4,305-32.3% | $4,299-32.2% |
| Participant deferral / active EE | $3,114 | $6,272-50.3% | $5,540-43.8% | $6,507-52.1% |
| Admin fee / account holder | $22,157 | $16,786+32.0% | $14,329+54.6% | $12,624+75.5% |