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 | $21,454 | $217,402-90.1% | $185,823-88.5% | $167,490-87.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.92% | 148.36%-147.4pp | 122.05%-121.1pp | 478.56%-477.6pp |
| Employer contribution / active EE | $12,298 | $5,873+109.4% | $5,167+138.0% | $4,837+154.2% |
| Participant deferral / active EE | $10,465 | $6,356+64.6% | $5,568+88.0% | $6,341+65.0% |
| Admin fee / account holder | $190,697 | $19,811+862.6% | $16,237+1074.4% | $12,309+1449.2% |