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 3-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 | $18,662 | $77,503-75.9% | $100,391-81.4% | $80,856-76.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 9.73% | 37.20%-27.5pp | 49.20%-39.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,161 | $2,801+12.9% | $3,942-19.8% | $2,755+14.7% |
| Participant deferral / active EE | $5,182 | $6,820-24.0% | $8,082-35.9% | $4,296+20.6% |
| Admin fee / account holder | $2,016 | $5,897-65.8% | $7,899-74.5% | $6,918-70.9% |