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 5-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 | $18,058 | $117,841-84.7% | $102,423-82.4% | $145,922-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.23% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,056 | $3,615-43.1% | $3,023-32.0% | $4,660-55.9% |
| Participant deferral / active EE | $3,410 | $5,731-40.5% | $5,053-32.5% | $6,688-49.0% |
| Admin fee / account holder | $2,775 | $13,326-79.2% | $9,451-70.6% | $13,397-79.3% |