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 5-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 | $12,302 | $159,602-92.3% | $150,045-91.8% | $142,382-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.25% | 70.24%-62.0pp | 62.55%-54.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $5,223 | $4,961+5.3% | $4,693+11.3% | $4,299+21.5% |
| Participant deferral / active EE | $6,603 | $8,310-20.5% | $7,997-17.4% | $6,507+1.5% |
| Admin fee / account holder | $15,416 | $14,846+3.8% | $13,435+14.7% | $12,624+22.1% |