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 | $17,784 | $81,460-78.2% | $103,333-82.8% | $80,856-78.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 7.99% | 25.55%-17.6pp | 24.88%-16.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $6,121 | $3,105+97.1% | $3,868+58.2% | $2,755+122.2% |
| Participant deferral / active EE | $3,617 | $3,869-6.5% | $5,057-28.5% | $4,296-15.8% |
| Admin fee / account holder | $4,613 | $6,566-29.8% | $8,355-44.8% | $6,918-33.3% |