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 | $9,357 | $49,227-81.0% | $70,449-86.7% | $79,858-88.3% |
| Participation rate | 78.9% | 69.2%+9.8pp | 75.1%+3.9pp | 69.6%+9.3pp |
| Annual return | 2.63% | 30.06%-27.4pp | 109.03%-106.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,185 | $2,099+4.1% | $2,737-20.2% | $2,471-11.6% |
| Participant deferral / active EE | $1,590 | $2,768-42.6% | $3,709-57.1% | $3,740-57.5% |
| Admin fee / account holder | $820 | $2,878-71.5% | $3,845-78.7% | $5,306-84.6% |