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 | $3,957 | $99,877-96.0% | $84,966-95.3% | $145,922-97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 83.76%-77.1pp | 66.38%-59.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,685 | $3,231+45.0% | $2,727+71.8% | $4,660+0.5% |
| Participant deferral / active EE | $5,606 | $5,291+6.0% | $4,519+24.0% | $6,688-16.2% |
| Admin fee / account holder | $19,468 | $7,248+168.6% | $6,149+216.6% | $13,397+45.3% |