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 | $19,057 | $63,346-69.9% | $92,233-79.3% | $70,131-72.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.61% | 530.12%-519.5pp | 176.28%-165.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $7,304 | $2,471+195.6% | $3,679+98.5% | $2,342+211.8% |
| Participant deferral / active EE | $1,890 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $1,947 | $3,840-49.3% | $5,194-62.5% | $4,645-58.1% |