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 4-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 | $8,585 | $183,519-95.3% | $155,509-94.5% | $145,922-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.10% | 61.17%-54.1pp | 64.67%-57.6pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,154 | $5,313-78.3% | $4,672-75.3% | $4,660-75.2% |
| Participant deferral / active EE | $2,356 | $6,462-63.5% | $5,626-58.1% | $6,688-64.8% |
| Admin fee / account holder | $761 | $19,313-96.1% | $15,912-95.2% | $13,397-94.3% |