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 9-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 | $6,888 | $183,963-96.3% | $162,163-95.8% | $152,861-95.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 12.24% | 150.76%-138.5pp | 115.59%-103.3pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,437 | $6,371-77.4% | $5,614-74.4% | $4,762-69.8% |
| Participant deferral / active EE | $3,401 | $8,034-57.7% | $7,298-53.4% | $5,850-41.9% |
| Admin fee / account holder | $14,598 | $13,121+11.3% | $10,843+34.6% | $11,596+25.9% |