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 | $18,347 | $125,758-85.4% | $169,993-89.2% | $75,163-75.6% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.0%+9.0pp | 67.2%+28.8pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $4,566 | $4,615-1.1% | $6,785-32.7% | $2,670+71.0% |
| Participant deferral / active EE | $5,884 | $6,837-13.9% | $10,408-43.5% | $4,125+42.6% |
| Admin fee / account holder | $11,971 | $8,173+46.5% | $12,815-6.6% | $5,651+111.8% |