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 10-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 | $6,822 | $87,733-92.2% | $106,548-93.6% | $85,850-92.1% |
| Participation rate | 83.6% | 71.9%+11.7pp | 76.1%+7.5pp | 69.3%+14.3pp |
| Annual return | 7.35% | 21.86%-14.5pp | 26.80%-19.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $773 | $2,073-62.7% | $2,819-72.6% | $2,565-69.9% |
| Participant deferral / active EE | $1,658 | $3,469-52.2% | $4,398-62.3% | $3,952-58.0% |
| Admin fee / account holder | $989 | $6,767-85.4% | $7,407-86.6% | $6,260-84.2% |