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 | $24,608 | $65,435-62.4% | $86,677-71.6% | $66,914-63.2% |
| Participation rate | 94.3% | 75.5%+18.9pp | 76.6%+17.8pp | 69.8%+24.5pp |
| Annual return | -20.14% | -10.89%-9.3pp | 35.91%-56.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,908 | $2,153-11.4% | $2,836-32.7% | $2,544-25.0% |
| Participant deferral / active EE | $3,107 | $4,100-24.2% | $4,656-33.3% | $4,237-26.7% |
| Admin fee / account holder | $2,026 | $642+215.8% | $7,493-73.0% | $593+241.5% |