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 | $24,814 | $181,894-86.4% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.85% | 30.74%-31.6pp | 32.23%-33.1pp | 41.45%-42.3pp |
| Employer contribution / active EE | $4,743 | $6,248-24.1% | $5,501-13.8% | $4,869-2.6% |
| Participant deferral / active EE | $7,689 | $5,550+38.5% | $4,871+57.9% | $5,287+45.4% |
| Admin fee / account holder | $1,116 | $15,559-92.8% | $13,027-91.4% | $10,132-89.0% |