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 | $628 | $127,065-99.5% | $113,168-99.4% | $142,382-99.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.14% | 24.03%-23.9pp | 24.27%-24.1pp | 217.08%-216.9pp |
| Employer contribution / active EE | $1,911 | $3,442-44.5% | $2,975-35.8% | $4,299-55.6% |
| Participant deferral / active EE | $6,637 | $5,716+16.1% | $5,107+30.0% | $6,507+2.0% |
| Admin fee / account holder | $82,799 | $15,736+426.2% | $12,068+586.1% | $12,624+555.9% |