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 | $14,962 | $162,781-90.8% | $133,956-88.8% | $158,922-90.6% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 2.91% | 41.94%-39.0pp | 45.09%-42.2pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,707 | $4,975-45.6% | $3,919-30.9% | $4,761-43.1% |
| Participant deferral / active EE | $2,793 | $5,911-52.8% | $5,048-44.7% | $5,982-53.3% |
| Admin fee / account holder | $4,631 | $11,736-60.5% | $8,927-48.1% | $11,246-58.8% |