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 | $18,972 | $61,660-69.2% | $80,019-76.3% | $64,186-70.4% |
| Participation rate | 82.6% | 71.7%+10.9pp | 75.8%+6.7pp | 69.6%+13.0pp |
| Annual return | -12.35% | -0.33%-12.0pp | 11.22%-23.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $1,729 | $1,810-4.5% | $2,468-29.9% | $2,381-27.4% |
| Participant deferral / active EE | $2,632 | $2,968-11.3% | $3,686-28.6% | $3,470-24.1% |
| Admin fee / account holder | $753 | $5,417-86.1% | $6,521-88.5% | $4,888-84.6% |