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 | $21,877 | $102,317-78.6% | $146,958-85.1% | $80,856-72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.28% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,888 | $3,713-22.2% | $4,933-41.4% | $2,755+4.8% |
| Participant deferral / active EE | $3,381 | $6,644-49.1% | $8,070-58.1% | $4,296-21.3% |
| Admin fee / account holder | $4,291 | $7,941-46.0% | $12,998-67.0% | $6,918-38.0% |