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 | $17,850 | $74,927-76.2% | $101,794-82.5% | $84,808-79.0% |
| Participation rate | 94.4% | 61.4%+33.0pp | 69.2%+25.3pp | 68.3%+26.1pp |
| Annual return | 9.28% | 18.70%-9.4pp | 30.53%-21.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $837 | $1,522-45.0% | $2,289-63.4% | $2,631-68.2% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,923 | $6,514-70.5% | $8,777-78.1% | $7,344-73.8% |