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 6-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 | $13,221 | $86,929-84.8% | $102,423-87.1% | $80,856-83.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.21% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,448 | $2,369+3.3% | $3,023-19.0% | $2,755-11.1% |
| Participant deferral / active EE | $4,864 | $4,118+18.1% | $5,053-3.7% | $4,296+13.2% |
| Admin fee / account holder | $6,369 | $8,049-20.9% | $9,451-32.6% | $6,918-7.9% |