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 8-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 | $28,381 | $86,929-67.4% | $102,423-72.3% | $80,856-64.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.51% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,386 | $2,369+0.7% | $3,023-21.1% | $2,755-13.4% |
| Participant deferral / active EE | $5,206 | $4,118+26.4% | $5,053+3.0% | $4,296+21.2% |
| Admin fee / account holder | $2,682 | $8,049-66.7% | $9,451-71.6% | $6,918-61.2% |