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 9-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 | $7,436 | $54,762-86.4% | $90,281-91.8% | $72,985-89.8% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 2.46% | 30.63%-28.2pp | 78.10%-75.6pp | 81.00%-78.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,097 | $2,887-62.0% | $3,885-71.8% | $3,607-69.6% |
| Admin fee / account holder | $4,873 | $3,972+22.7% | $5,351-8.9% | $5,124-4.9% |