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 4-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 | $5,339 | $80,717-93.4% | $154,803-96.6% | $84,808-93.7% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 5.80% | 37.96%-32.2pp | 58.88%-53.1pp | 40.90%-35.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $944 | $3,303-71.4% | $5,540-83.0% | $4,212-77.6% |
| Admin fee / account holder | $1,985 | $6,746-70.6% | $14,329-86.1% | $7,344-73.0% |