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 9-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 | $19,255 | $109,881-82.5% | $150,045-87.2% | $84,808-77.3% |
| Participation rate | 73.2% | 76.1%-2.9pp | 82.3%-9.2pp | 68.3%+4.9pp |
| Annual return | 12.97% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,204 | $3,561-66.2% | $4,693-74.4% | $2,631-54.2% |
| Participant deferral / active EE | $4,103 | $6,636-38.2% | $7,997-48.7% | $4,212-2.6% |
| Admin fee / account holder | $9,661 | $8,568+12.8% | $13,435-28.1% | $7,344+31.6% |