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 | $15,699 | $148,978-89.5% | $200,582-92.2% | $84,808-81.5% |
| Participation rate | 72.3% | 84.2%-11.9pp | 86.9%-14.5pp | 68.3%+4.0pp |
| Annual return | 4.10% | 28.16%-24.1pp | 42.33%-38.2pp | 40.90%-36.8pp |
| Employer contribution / active EE | $2,932 | $4,815-39.1% | $6,419-54.3% | $2,631+11.4% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,405 | $13,977-82.8% | $16,305-85.2% | $7,344-67.2% |