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 5-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 | $20,080 | $214,378-90.6% | $200,582-90.0% | $142,382-85.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -1.56% | 46.41%-48.0pp | 42.33%-43.9pp | 217.08%-218.6pp |
| Employer contribution / active EE | $3,231 | $6,841-52.8% | $6,419-49.7% | $4,299-24.8% |
| Participant deferral / active EE | $34,750 | $9,865+252.3% | $9,331+272.4% | $6,507+434.0% |
| Admin fee / account holder | $192,230 | $17,692+986.5% | $16,305+1079.0% | $12,624+1422.8% |