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 | $7,447 | $159,602-95.3% | $150,045-95.0% | $142,382-94.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.63% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $2,520 | $4,961-49.2% | $4,693-46.3% | $4,299-41.4% |
| Participant deferral / active EE | $2,520 | $8,310-69.7% | $7,997-68.5% | $6,507-61.3% |
| Admin fee / account holder | $2,859 | $14,846-80.7% | $13,435-78.7% | $12,624-77.4% |