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 | $42,170 | $137,414-69.3% | $189,513-77.7% | $85,850-50.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.74% | 38.14%-29.4pp | 555.15%-546.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,314 | $4,344-46.7% | $6,162-62.4% | $2,565-9.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,095 | $8,630-64.1% | $12,045-74.3% | $6,260-50.6% |