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 | $11,350 | $53,127-78.6% | $86,590-86.9% | $70,131-83.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 4.76% | 27.66%-22.9pp | 964.84%-960.1pp | 73.14%-68.4pp |
| Employer contribution / active EE | $1,849 | $2,068-10.6% | $2,839-34.9% | $2,342-21.1% |
| Participant deferral / active EE | $4,270 | $2,696+58.4% | $3,609+18.3% | $3,332+28.2% |
| Admin fee / account holder | $359 | $3,585-90.0% | $4,906-92.7% | $4,645-92.3% |