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 6-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 | $13,406 | $179,726-92.5% | $156,263-91.4% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.84% | 77.86%-68.0pp | 59.47%-49.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,305 | $5,069-74.3% | $4,333-69.9% | $4,299-69.7% |
| Participant deferral / active EE | $3,859 | $6,956-44.5% | $6,158-37.3% | $6,507-40.7% |
| Admin fee / account holder | $341 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |