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 | $12,071 | $181,894-93.4% | $156,549-92.3% | $273,961-95.6% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | -0.21% | 30.74%-31.0pp | 32.23%-32.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $2,095 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $805 | $15,559-94.8% | $13,027-93.8% | $10,132-92.1% |