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 | $9,642 | $177,572-94.6% | $154,803-93.8% | $142,382-93.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.43% | 65.07%-54.6pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,888 | $4,810-40.0% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $3,728 | $6,272-40.6% | $5,540-32.7% | $6,507-42.7% |
| Admin fee / account holder | $20,256 | $16,786+20.7% | $14,329+41.4% | $12,624+60.5% |