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 10-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 | $15,745 | $149,679-89.5% | $117,039-86.5% | $147,584-89.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 4.87% | 19.31%-14.4pp | 18.95%-14.1pp | 578.55%-573.7pp |
| Employer contribution / active EE | $4,774 | $4,937-3.3% | $3,785+26.1% | $4,876-2.1% |
| Participant deferral / active EE | $7,478 | $4,912+52.2% | $3,929+90.3% | $5,439+37.5% |
| Admin fee / account holder | $128,338 | $7,856+1533.6% | $5,974+2048.3% | $10,885+1079.0% |