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 | $24,022 | $214,378-88.8% | $200,582-88.0% | $142,382-83.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | -0.19% | 46.41%-46.6pp | 42.33%-42.5pp | 217.08%-217.3pp |
| Employer contribution / active EE | $1,861 | $6,841-72.8% | $6,419-71.0% | $4,299-56.7% |
| Participant deferral / active EE | $3,180 | $9,865-67.8% | $9,331-65.9% | $6,507-51.1% |
| Admin fee / account holder | $104,162 | $17,692+488.8% | $16,305+538.9% | $12,624+725.1% |