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 | $8,229 | $153,772-94.6% | $133,980-93.9% | $273,961-97.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.80% | 36.51%-40.3pp | 29.30%-33.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,828 | $6,029-69.7% | $5,211-64.9% | $4,869-62.5% |
| Participant deferral / active EE | $5,396 | $6,958-22.4% | $6,282-14.1% | $5,287+2.1% |
| Admin fee / account holder | $556 | $11,765-95.3% | $9,324-94.0% | $10,132-94.5% |