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 | $2,364 | $81,248-97.1% | $155,509-98.5% | $80,856-97.1% |
| Participation rate | 95.1% | 66.2%+28.9pp | 78.2%+16.9pp | 67.6%+27.5pp |
| Annual return | 9.86% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,042 | $3,100-66.4% | $4,672-77.7% | $2,755-62.2% |
| Participant deferral / active EE | $1,011 | $3,452-70.7% | $5,626-82.0% | $4,296-76.5% |
| Admin fee / account holder | $2,161 | $7,997-73.0% | $15,912-86.4% | $6,918-68.8% |