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 | $20,695 | $102,317-79.8% | $146,958-85.9% | $80,856-74.4% |
| Participation rate | 88.4% | 75.8%+12.5pp | 82.2%+6.2pp | 67.6%+20.7pp |
| Annual return | 9.90% | 134.76%-124.9pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,644 | $3,713-28.8% | $4,933-46.4% | $2,755-4.0% |
| Participant deferral / active EE | $4,668 | $6,644-29.7% | $8,070-42.2% | $4,296+8.7% |
| Admin fee / account holder | $15,043 | $7,941+89.4% | $12,998+15.7% | $6,918+117.4% |