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 | $24,518 | $86,929-71.8% | $102,423-76.1% | $80,856-69.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 9.96% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,174 | $2,369-50.4% | $3,023-61.2% | $2,755-57.4% |
| Participant deferral / active EE | $3,334 | $4,118-19.0% | $5,053-34.0% | $4,296-22.4% |
| Admin fee / account holder | $14,587 | $8,049+81.2% | $9,451+54.3% | $6,918+110.9% |