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 5-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 | $24,660 | $138,347-82.2% | $184,203-86.6% | $80,856-69.5% |
| Participation rate | 84.8% | 83.9%+1.0pp | 86.8%-2.0pp | 67.6%+17.2pp |
| Annual return | 4.45% | 20.02%-15.6pp | 28.81%-24.4pp | 35.59%-31.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,346 | $7,071-38.5% | $9,131-52.4% | $4,296+1.2% |
| Admin fee / account holder | $2,212 | $10,483-78.9% | $13,901-84.1% | $6,918-68.0% |