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 | $10,204 | $153,772-93.4% | $133,980-92.4% | $273,961-96.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 1.11% | 36.51%-35.4pp | 29.30%-28.2pp | 41.45%-40.3pp |
| Employer contribution / active EE | $2,457 | $6,029-59.2% | $5,211-52.9% | $4,869-49.5% |
| Participant deferral / active EE | $3,653 | $6,958-47.5% | $6,282-41.9% | $5,287-30.9% |
| Admin fee / account holder | $16,369 | $11,765+39.1% | $9,324+75.5% | $10,132+61.6% |