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 | $17,765 | $99,652-82.2% | $78,778-77.4% | $147,584-88.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 5.19% | 47.28%-42.1pp | 35.62%-30.4pp | 578.55%-573.4pp |
| Employer contribution / active EE | $2,448 | $2,796-12.4% | $1,986+23.3% | $4,876-49.8% |
| Participant deferral / active EE | $4,557 | $3,664+24.4% | $2,958+54.0% | $5,439-16.2% |
| Admin fee / account holder | $3,264 | $7,155-54.4% | $5,134-36.4% | $10,885-70.0% |