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 | $8,241 | $62,672-86.9% | $185,117-95.5% | $70,131-88.2% |
| Participation rate | 93.9% | 63.8%+30.2pp | 77.3%+16.7pp | 69.5%+24.4pp |
| Annual return | 9.36% | 40.79%-31.4pp | 40.50%-31.1pp | 73.14%-63.8pp |
| Employer contribution / active EE | $1,752 | $1,753-0.1% | $4,182-58.1% | $2,342-25.2% |
| Participant deferral / active EE | $2,107 | $3,272-35.6% | $5,045-58.2% | $3,332-36.7% |
| Admin fee / account holder | $890 | $3,932-77.4% | $8,159-89.1% | $4,645-80.8% |