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 7-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 | $20,027 | $227,553-91.2% | $189,557-89.4% | $167,490-88.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.23% | 78.40%-71.2pp | 64.17%-56.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $3,993 | $5,316-24.9% | $4,412-9.5% | $4,837-17.5% |
| Participant deferral / active EE | $4,743 | $7,002-32.3% | $6,174-23.2% | $6,341-25.2% |
| Admin fee / account holder | $898 | $11,878-92.4% | $9,807-90.8% | $12,309-92.7% |