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 | $12,802 | $61,660-79.2% | $80,019-84.0% | $64,186-80.1% |
| Participation rate | 76.7% | 71.7%+5.0pp | 75.8%+0.8pp | 69.6%+7.1pp |
| Annual return | -9.92% | -0.33%-9.6pp | 11.22%-21.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,055 | $1,810-41.7% | $2,468-57.2% | $2,381-55.7% |
| Participant deferral / active EE | $2,510 | $2,968-15.4% | $3,686-31.9% | $3,470-27.6% |
| Admin fee / account holder | $338 | $5,417-93.8% | $6,521-94.8% | $4,888-93.1% |