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 | $29,614 | $181,894-83.7% | $156,549-81.1% | $273,961-89.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 0.93% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,707 | $6,248-72.7% | $5,501-69.0% | $4,869-64.9% |
| Participant deferral / active EE | $2,298 | $5,550-58.6% | $4,871-52.8% | $5,287-56.5% |
| Admin fee / account holder | $21,978 | $15,559+41.3% | $13,027+68.7% | $10,132+116.9% |