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 4-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 | $3,219 | $117,983-97.3% | $101,794-96.8% | $142,382-97.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 0.41% | 36.92%-36.5pp | 30.53%-30.1pp | 217.08%-216.7pp |
| Employer contribution / active EE | $763 | $2,773-72.5% | $2,289-66.7% | $4,299-82.3% |
| Participant deferral / active EE | $1,835 | $4,714-61.1% | $4,084-55.1% | $6,507-71.8% |
| Admin fee / account holder | $1,485 | $10,433-85.8% | $8,777-83.1% | $12,624-88.2% |