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 7-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 | $13,697 | $157,256-91.3% | $141,162-90.3% | $152,861-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.23% | 64.32%-50.1pp | 71.39%-57.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $5,608 | $5,261+6.6% | $4,735+18.4% | $4,762+17.8% |
| Participant deferral / active EE | $14,314 | $7,109+101.3% | $6,709+113.4% | $5,850+144.7% |
| Admin fee / account holder | $27,096 | $12,120+123.6% | $10,261+164.1% | $11,596+133.7% |