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 | $13,915 | $79,944-82.6% | $98,439-85.9% | $75,163-81.5% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.2%+17.9pp | 67.2%+25.9pp |
| Annual return | 7.49% | 19.75%-12.3pp | 21.16%-13.7pp | 160.62%-153.1pp |
| Employer contribution / active EE | $2,419 | $2,264+6.8% | $3,048-20.6% | $2,670-9.4% |
| Participant deferral / active EE | $4,462 | $3,752+18.9% | $4,738-5.8% | $4,125+8.2% |
| Admin fee / account holder | $1,607 | $6,840-76.5% | $8,948-82.0% | $5,651-71.6% |