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 | $20,358 | $112,096-81.8% | $95,952-78.8% | $158,922-87.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.09% | 171.09%-167.0pp | 91.61%-87.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $3,524 | $3,198+10.2% | $2,541+38.7% | $4,761-26.0% |
| Participant deferral / active EE | $6,934 | $4,784+44.9% | $4,167+66.4% | $5,982+15.9% |
| Admin fee / account holder | $2,654 | $10,130-73.8% | $6,795-60.9% | $11,246-76.4% |