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 | $26,439 | $202,318-86.9% | $172,739-84.7% | $152,861-82.7% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 6.48% | 1029.65%-1023.2pp | 802.84%-796.4pp | 345.32%-338.8pp |
| Employer contribution / active EE | $2,530 | $5,856-56.8% | $5,143-50.8% | $4,762-46.9% |
| Participant deferral / active EE | $3,420 | $5,948-42.5% | $5,198-34.2% | $5,850-41.5% |
| Admin fee / account holder | $4,019 | $17,109-76.5% | $13,954-71.2% | $11,596-65.3% |