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 | $23,755 | $76,050-68.8% | $96,544-75.4% | $71,457-66.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.50% | 22.81%-10.3pp | 25.84%-13.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,958 | $2,244-12.7% | $2,965-34.0% | $2,588-24.3% |
| Participant deferral / active EE | $2,366 | $4,215-43.9% | $4,851-51.2% | $4,289-44.8% |
| Admin fee / account holder | $3,203 | $2,707+18.3% | $8,252-61.2% | $1,587+101.8% |