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 | $19,354 | $93,571-79.3% | $135,903-85.8% | $75,163-74.3% |
| Participation rate | 86.0% | 75.2%+10.9pp | 81.9%+4.1pp | 67.2%+18.9pp |
| Annual return | 13.06% | 30.90%-17.8pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,292 | $3,537-63.5% | $4,856-73.4% | $2,670-51.6% |
| Participant deferral / active EE | $7,620 | $6,404+19.0% | $7,758-1.8% | $4,125+84.7% |
| Admin fee / account holder | $2,994 | $6,975-57.1% | $10,762-72.2% | $5,651-47.0% |