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 | $6,771 | $109,359-93.8% | $162,163-95.8% | $72,985-90.7% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 8.93% | 25.46%-16.5pp | 115.59%-106.7pp | 81.00%-72.1pp |
| Employer contribution / active EE | $2,275 | $3,907-41.8% | $5,614-59.5% | $2,440-6.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $380 | $7,972-95.2% | $10,843-96.5% | $5,124-92.6% |