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 | $9,948 | $110,257-91.0% | $96,544-89.7% | $139,434-92.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 4.09% | 26.32%-22.2pp | 25.84%-21.7pp | 372.94%-368.8pp |
| Employer contribution / active EE | $1,671 | $3,620-53.8% | $2,965-43.6% | $4,751-64.8% |
| Participant deferral / active EE | $1,971 | $5,548-64.5% | $4,851-59.4% | $6,710-70.6% |
| Admin fee / account holder | $25,305 | $11,591+118.3% | $8,252+206.6% | $11,403+121.9% |