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 | $27,810 | $86,286-67.8% | $111,297-75.0% | $85,850-67.6% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 10.69% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $567 | $2,043-72.2% | $2,731-79.2% | $2,565-77.9% |
| Participant deferral / active EE | $1,878 | $3,641-48.4% | $4,487-58.2% | $3,952-52.5% |
| Admin fee / account holder | $7,792 | $8,188-4.8% | $7,964-2.2% | $6,260+24.5% |