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 9-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 | $7,529 | $117,841-93.6% | $102,423-92.6% | $145,922-94.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 5.45% | 31.65%-26.2pp | 29.32%-23.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,409 | $3,615-61.0% | $3,023-53.4% | $4,660-69.8% |
| Participant deferral / active EE | $2,154 | $5,731-62.4% | $5,053-57.4% | $6,688-67.8% |
| Admin fee / account holder | $6,993 | $13,326-47.5% | $9,451-26.0% | $13,397-47.8% |