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 6-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 | $8,932 | $159,602-94.4% | $150,045-94.0% | $142,382-93.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 8.51% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,283 | $4,961-74.1% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $4,817 | $8,310-42.0% | $7,997-39.8% | $6,507-26.0% |
| Admin fee / account holder | $31,185 | $14,846+110.1% | $13,435+132.1% | $12,624+147.0% |