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 3-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 | $14,375 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.95% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,178 | $4,961-56.1% | $4,693-53.6% | $4,299-49.3% |
| Participant deferral / active EE | $5,300 | $8,310-36.2% | $7,997-33.7% | $6,507-18.5% |
| Admin fee / account holder | $2,736 | $14,846-81.6% | $13,435-79.6% | $12,624-78.3% |