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 | $27,579 | $78,422-64.8% | $95,952-71.3% | $79,858-65.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.82% | 19.37%-10.5pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $3,885 | $1,945+99.7% | $2,541+52.9% | $2,471+57.2% |
| Participant deferral / active EE | $2,244 | $3,440-34.8% | $4,167-46.1% | $3,740-40.0% |
| Admin fee / account holder | $7,145 | $5,622+27.1% | $6,795+5.1% | $5,306+34.7% |