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 | $4,008 | $99,877-96.0% | $84,966-95.3% | $145,922-97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.54% | 83.76%-77.2pp | 66.38%-59.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,023 | $3,231-37.4% | $2,727-25.8% | $4,660-56.6% |
| Participant deferral / active EE | $4,934 | $5,291-6.7% | $4,519+9.2% | $6,688-26.2% |
| Admin fee / account holder | $2,648 | $7,248-63.5% | $6,149-56.9% | $13,397-80.2% |