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 | $14,853 | $159,901-90.7% | $146,958-89.9% | $145,922-89.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.03% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,304 | $5,286-75.3% | $4,933-73.6% | $4,660-72.0% |
| Participant deferral / active EE | $2,806 | $8,428-66.7% | $8,070-65.2% | $6,688-58.0% |
| Admin fee / account holder | $3,724 | $15,044-75.2% | $12,998-71.4% | $13,397-72.2% |