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 7-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 | $24,446 | $98,750-75.2% | $149,696-83.7% | $79,858-69.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.98% | 27.43%-18.4pp | 276.60%-267.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,553 | $3,216-51.7% | $4,644-66.6% | $2,471-37.1% |
| Participant deferral / active EE | $7,059 | $5,680+24.3% | $6,842+3.2% | $3,740+88.7% |
| Admin fee / account holder | $2,394 | $6,053-60.5% | $9,309-74.3% | $5,306-54.9% |