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 | $18,562 | $179,726-89.7% | $156,263-88.1% | $142,382-87.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 8.67% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,058 | $5,069-59.4% | $4,333-52.5% | $4,299-52.1% |
| Participant deferral / active EE | $4,109 | $6,956-40.9% | $6,158-33.3% | $6,507-36.9% |
| Admin fee / account holder | $26,738 | $17,272+54.8% | $14,255+87.6% | $12,624+111.8% |