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 10-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 | $16,667 | $81,460-79.5% | $103,333-83.9% | $80,856-79.4% |
| Participation rate | 74.3% | 66.8%+7.4pp | 74.5%-0.2pp | 67.6%+6.6pp |
| Annual return | 9.45% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,832 | $3,869-26.8% | $5,057-44.0% | $4,296-34.1% |
| Admin fee / account holder | $9,215 | $6,566+40.3% | $8,355+10.3% | $6,918+33.2% |