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 8-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 | $13,045 | $64,480-79.8% | $81,382-84.0% | $80,856-83.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.32% | 16.34%-7.0pp | 24.73%-15.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,101 | $1,978-44.4% | $2,463-55.3% | $2,755-60.0% |
| Participant deferral / active EE | $2,293 | $3,094-25.9% | $3,883-40.9% | $4,296-46.6% |
| Admin fee / account holder | $2,345 | $5,671-58.7% | $5,768-59.4% | $6,918-66.1% |