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 | $15,864 | $77,813-79.6% | $123,544-87.2% | $64,186-75.3% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -11.37% | 12.48%-23.9pp | 119.20%-130.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,968 | $3,014-1.5% | $4,628-35.9% | $2,381+24.7% |
| Participant deferral / active EE | $3,602 | $5,240-31.3% | $6,426-43.9% | $3,470+3.8% |
| Admin fee / account holder | $720 | $5,519-86.9% | $9,284-92.2% | $4,888-85.3% |