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 | $7,574 | $117,983-93.6% | $101,794-92.6% | $142,382-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.18% | 36.92%-29.7pp | 30.53%-23.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,269 | $2,773-18.2% | $2,289-0.9% | $4,299-47.2% |
| Participant deferral / active EE | $3,511 | $4,714-25.5% | $4,084-14.0% | $6,507-46.1% |
| Admin fee / account holder | $1,006 | $10,433-90.4% | $8,777-88.5% | $12,624-92.0% |