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 | $4,637 | $51,576-91.0% | $129,207-96.4% | $80,856-94.3% |
| Participation rate | 98.5% | 57.0%+41.5pp | 69.6%+28.9pp | 67.6%+30.8pp |
| Annual return | 9.62% | 20.81%-11.2pp | 9417.33%-9407.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $882 | $1,584-44.3% | $4,153-78.8% | $2,755-68.0% |
| Participant deferral / active EE | $925 | $2,669-65.3% | $4,168-77.8% | $4,296-78.5% |
| Admin fee / account holder | $799 | $4,305-81.4% | $7,715-89.6% | $6,918-88.5% |