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 | $15,368 | $76,367-79.9% | $93,606-83.6% | $72,985-78.9% |
| Participation rate | 96.2% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 11.65% | 25.82%-14.2pp | 32.76%-21.1pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,424 | $2,275-37.4% | $2,718-47.6% | $2,440-41.6% |
| Participant deferral / active EE | $3,048 | $3,538-13.8% | $4,069-25.1% | $3,607-15.5% |
| Admin fee / account holder | $3,038 | $6,838-55.6% | $7,888-61.5% | $5,124-40.7% |