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 | $3,503 | $95,266-96.3% | $82,389-95.7% | $142,382-97.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 5.79% | 25.74%-19.9pp | 28.67%-22.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,347 | $2,991-55.0% | $2,517-46.5% | $4,299-68.7% |
| Participant deferral / active EE | $1,369 | $4,809-71.5% | $4,155-67.0% | $6,507-79.0% |
| Admin fee / account holder | $17,281 | $8,563+101.8% | $7,231+139.0% | $12,624+36.9% |