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 | $15,145 | $61,660-75.4% | $80,019-81.1% | $64,186-76.4% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.6%+23.8pp |
| Annual return | -12.20% | -0.33%-11.9pp | 11.22%-23.4pp | 7.63%-19.8pp |
| Employer contribution / active EE | $1,538 | $1,810-15.0% | $2,468-37.7% | $2,381-35.4% |
| Participant deferral / active EE | $4,333 | $2,968+46.0% | $3,686+17.6% | $3,470+24.9% |
| Admin fee / account holder | $937 | $5,417-82.7% | $6,521-85.6% | $4,888-80.8% |