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 | $2,989 | $37,426-92.0% | $77,482-96.1% | $79,858-96.3% |
| Participation rate | 74.5% | 41.5%+33.0pp | 54.2%+20.3pp | 69.6%+4.8pp |
| Annual return | 4.71% | 39.70%-35.0pp | 54.79%-50.1pp | 31.71%-27.0pp |
| Employer contribution / active EE | $521 | $637-18.1% | $986-47.1% | $2,471-78.9% |
| Participant deferral / active EE | $1,131 | $1,260-10.3% | $1,861-39.2% | $3,740-69.8% |
| Admin fee / account holder | $1,438 | $2,504-42.6% | $2,858-49.7% | $5,306-72.9% |