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 | $9,375 | $165,335-94.3% | $149,696-93.7% | $158,922-94.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 5.27% | 348.15%-342.9pp | 276.60%-271.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,363 | $5,103-53.7% | $4,644-49.1% | $4,761-50.4% |
| Participant deferral / active EE | $2,607 | $7,181-63.7% | $6,842-61.9% | $5,982-56.4% |
| Admin fee / account holder | $2,417 | $10,807-77.6% | $9,309-74.0% | $11,246-78.5% |