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 | $13,111 | $74,927-82.5% | $101,794-87.1% | $84,808-84.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 8.06% | 18.70%-10.6pp | 30.53%-22.5pp | 40.90%-32.8pp |
| Employer contribution / active EE | $435 | $1,522-71.4% | $2,289-81.0% | $2,631-83.5% |
| Participant deferral / active EE | $2,019 | $3,099-34.9% | $4,084-50.6% | $4,212-52.1% |
| Admin fee / account holder | $1,316 | $6,514-79.8% | $8,777-85.0% | $7,344-82.1% |