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 | $23,788 | $214,378-88.9% | $200,582-88.1% | $142,382-83.3% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 11.06% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,675 | $6,841-75.5% | $6,419-73.9% | $4,299-61.0% |
| Participant deferral / active EE | $3,789 | $9,865-61.6% | $9,331-59.4% | $6,507-41.8% |
| Admin fee / account holder | $5,881 | $17,692-66.8% | $16,305-63.9% | $12,624-53.4% |