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 | $16,569 | $81,460-79.7% | $103,333-84.0% | $80,856-79.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.08% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,059 | $3,105-1.5% | $3,868-20.9% | $2,755+11.1% |
| Participant deferral / active EE | $3,061 | $3,869-20.9% | $5,057-39.5% | $4,296-28.7% |
| Admin fee / account holder | $960 | $6,566-85.4% | $8,355-88.5% | $6,918-86.1% |