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 10-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 | $13,459 | $201,272-93.3% | $184,203-92.7% | $145,922-90.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.04% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $7,272 | $7,022+3.6% | $6,427+13.1% | $4,660+56.1% |
| Participant deferral / active EE | $5,308 | $9,806-45.9% | $9,131-41.9% | $6,688-20.6% |
| Admin fee / account holder | $144,376 | $16,364+782.3% | $13,901+938.6% | $13,397+977.7% |