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 | $15,343 | $98,750-84.5% | $149,696-89.8% | $79,858-80.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 8.72% | 27.43%-18.7pp | 276.60%-267.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,987 | $3,216-7.1% | $4,644-35.7% | $2,471+20.9% |
| Participant deferral / active EE | $6,789 | $5,680+19.5% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $7,843 | $6,053+29.6% | $9,309-15.7% | $5,306+47.8% |