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 | $13,483 | $56,897-76.3% | $84,750-84.1% | $62,891-78.6% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | -1.64% | 6.30%-7.9pp | 22.78%-24.4pp | 20.14%-21.8pp |
| Employer contribution / active EE | $4,875 | $2,400+103.1% | $3,574+36.4% | $2,281+113.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,055 | $3,581-14.7% | $5,332-42.7% | $4,296-28.9% |