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 8-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 | $16,534 | $118,680-86.1% | $98,907-83.3% | $158,922-89.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 3.99% | 372.35%-368.4pp | 196.43%-192.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,363 | $3,333-59.1% | $2,689-49.3% | $4,761-71.4% |
| Participant deferral / active EE | $5,179 | $5,088+1.8% | $4,244+22.0% | $5,982-13.4% |
| Admin fee / account holder | $7,443 | $10,131-26.5% | $6,642+12.1% | $11,246-33.8% |