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 | $29,195 | $95,803-69.5% | $113,168-74.2% | $84,808-65.6% |
| Participation rate | 70.5% | 72.9%-2.4pp | 76.6%-6.1pp | 68.3%+2.2pp |
| Annual return | 4.91% | 25.00%-20.1pp | 24.27%-19.4pp | 40.90%-36.0pp |
| Employer contribution / active EE | $927 | $2,360-60.7% | $2,975-68.8% | $2,631-64.8% |
| Participant deferral / active EE | $3,483 | $4,242-17.9% | $5,107-31.8% | $4,212-17.3% |
| Admin fee / account holder | $5,272 | $8,989-41.4% | $12,068-56.3% | $7,344-28.2% |