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 5-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 | $23,377 | $148,978-84.3% | $200,582-88.3% | $84,808-72.4% |
| Participation rate | 84.8% | 84.2%+0.6pp | 86.9%-2.0pp | 68.3%+16.5pp |
| Annual return | 9.42% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,111 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $3,865 | $7,142-45.9% | $9,331-58.6% | $4,212-8.2% |
| Admin fee / account holder | $4,082 | $13,977-70.8% | $16,305-75.0% | $7,344-44.4% |