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 7-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 | $16,435 | $81,460-79.8% | $103,333-84.1% | $80,856-79.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 6.67% | 25.55%-18.9pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $4,342 | $3,105+39.8% | $3,868+12.3% | $2,755+57.6% |
| Participant deferral / active EE | $1,908 | $3,869-50.7% | $5,057-62.3% | $4,296-55.6% |
| Admin fee / account holder | $8,423 | $6,566+28.3% | $8,355+0.8% | $6,918+21.8% |