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 5-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 | $18,856 | $109,881-82.8% | $150,045-87.4% | $84,808-77.8% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.6pp | 68.3%+14.6pp |
| Annual return | 13.77% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,603 | $3,561-55.0% | $4,693-65.8% | $2,631-39.1% |
| Participant deferral / active EE | $2,778 | $6,636-58.1% | $7,997-65.3% | $4,212-34.0% |
| Admin fee / account holder | $3,511 | $8,568-59.0% | $13,435-73.9% | $7,344-52.2% |