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 5-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 | $22,308 | $87,013-74.4% | $106,213-79.0% | $80,856-72.4% |
| Participation rate | 78.4% | 70.4%+7.9pp | 75.3%+3.1pp | 67.6%+10.7pp |
| Annual return | 9.66% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,611 | $2,395-32.8% | $3,171-49.2% | $2,755-41.5% |
| Participant deferral / active EE | $2,036 | $3,986-48.9% | $5,016-59.4% | $4,296-52.6% |
| Admin fee / account holder | $18,573 | $8,431+120.3% | $11,033+68.3% | $6,918+168.5% |