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 8-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 | $16,698 | $181,894-90.8% | $156,549-89.3% | $273,961-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.02% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,572 | $6,248-58.8% | $5,501-53.2% | $4,869-47.2% |
| Participant deferral / active EE | $2,955 | $5,550-46.8% | $4,871-39.3% | $5,287-44.1% |
| Admin fee / account holder | $123,680 | $15,559+694.9% | $13,027+849.4% | $10,132+1120.7% |