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 | $48,761 | $131,893-63.0% | $303,047-83.9% | $116,875-58.3% |
| Participation rate | 78.8% | 79.5%-0.7pp | 87.1%-8.3pp | 74.5%+4.3pp |
| Annual return | 8.35% | 15.41%-7.1pp | 2.47%+5.9pp | 16.29%-7.9pp |
| Employer contribution / active EE | $1,863 | $3,467-46.2% | $7,418-74.9% | $3,288-43.3% |
| Participant deferral / active EE | $2,995 | $4,183-28.4% | $5,070-40.9% | $3,885-22.9% |
| Admin fee / account holder | $704 | $14,721-95.2% | $39,333-98.2% | $12,263-94.3% |