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 | $25,678 | $217,402-88.2% | $185,823-86.2% | $167,490-84.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.49% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $6,825 | $5,873+16.2% | $5,167+32.1% | $4,837+41.1% |
| Participant deferral / active EE | $5,384 | $6,356-15.3% | $5,568-3.3% | $6,341-15.1% |
| Admin fee / account holder | $20,169 | $19,811+1.8% | $16,237+24.2% | $12,309+63.9% |