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 | $21,956 | $162,781-86.5% | $133,956-83.6% | $158,922-86.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 41.94%-37.5pp | 45.09%-40.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,149 | $4,975-56.8% | $3,919-45.2% | $4,761-54.9% |
| Participant deferral / active EE | $18,324 | $5,911+210.0% | $5,048+263.0% | $5,982+206.3% |
| Admin fee / account holder | $641,870 | $11,736+5369.0% | $8,927+7090.1% | $11,246+5607.7% |