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 | $16,838 | $175,202-90.4% | $149,673-88.8% | $139,434-87.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.04% | 166.71%-159.7pp | 134.42%-127.4pp | 372.94%-365.9pp |
| Employer contribution / active EE | $12,777 | $5,474+133.4% | $4,818+165.2% | $4,751+169.0% |
| Participant deferral / active EE | $5,053 | $6,519-22.5% | $5,680-11.0% | $6,710-24.7% |
| Admin fee / account holder | $19,360 | $16,150+19.9% | $13,210+46.6% | $11,403+69.8% |