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 4-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 | $15,037 | $127,065-88.2% | $113,168-86.7% | $142,382-89.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.93% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $4,097 | $3,442+19.0% | $2,975+37.7% | $4,299-4.7% |
| Participant deferral / active EE | $6,390 | $5,716+11.8% | $5,107+25.1% | $6,507-1.8% |
| Admin fee / account holder | $10,581 | $15,736-32.8% | $12,068-12.3% | $12,624-16.2% |