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 | $5,853 | $57,541-89.8% | $95,745-93.9% | $75,163-92.2% |
| Participation rate | 80.0% | 62.5%+17.5pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 6.11% | 34.93%-28.8pp | 28.35%-22.2pp | 160.62%-154.5pp |
| Employer contribution / active EE | $1,128 | $1,808-37.6% | $2,835-60.2% | $2,670-57.8% |
| Participant deferral / active EE | $2,180 | $3,074-29.1% | $4,245-48.6% | $4,125-47.1% |
| Admin fee / account holder | $1,266 | $4,099-69.1% | $5,678-77.7% | $5,651-77.6% |