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 4-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 | $3,391 | $106,515-96.8% | $96,683-96.5% | $139,434-97.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.41% | 38.43%-36.0pp | 35.69%-33.3pp | 372.94%-370.5pp |
| Employer contribution / active EE | $2,083 | $4,103-49.2% | $3,737-44.3% | $4,751-56.2% |
| Participant deferral / active EE | $4,913 | $5,454-9.9% | $4,878+0.7% | $6,710-26.8% |
| Admin fee / account holder | $5,041 | $7,877-36.0% | $6,730-25.1% | $11,403-55.8% |