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 | $20,281 | $60,349-66.4% | $74,183-72.7% | $62,891-67.8% |
| Participation rate | 72.9% | 72.7%+0.2pp | 76.6%-3.7pp | 69.3%+3.6pp |
| Annual return | 4.66% | 21.37%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $365 | $1,680-78.3% | $2,370-84.6% | $2,281-84.0% |
| Participant deferral / active EE | $1,710 | $2,856-40.1% | $3,550-51.8% | $3,203-46.6% |
| Admin fee / account holder | $5,040 | $4,261+18.3% | $5,586-9.8% | $4,296+17.3% |