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 | $9,209 | $54,762-83.2% | $90,281-89.8% | $72,985-87.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.79% | 30.63%-29.8pp | 78.10%-77.3pp | 81.00%-80.2pp |
| Employer contribution / active EE | $1,197 | $2,092-42.8% | $2,854-58.1% | $2,440-50.9% |
| Participant deferral / active EE | $1,687 | $2,887-41.6% | $3,885-56.6% | $3,607-53.2% |
| Admin fee / account holder | $2,342 | $3,972-41.0% | $5,351-56.2% | $5,124-54.3% |