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 3-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 | $18,626 | $87,013-78.6% | $106,213-82.5% | $80,856-77.0% |
| Participation rate | 73.7% | 70.4%+3.2pp | 75.3%-1.6pp | 67.6%+6.0pp |
| Annual return | 9.58% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,585 | $2,395+7.9% | $3,171-18.5% | $2,755-6.1% |
| Participant deferral / active EE | $3,655 | $3,986-8.3% | $5,016-27.1% | $4,296-14.9% |
| Admin fee / account holder | $1,868 | $8,431-77.8% | $11,033-83.1% | $6,918-73.0% |