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 | $15,823 | $62,586-74.7% | $76,768-79.4% | $64,186-75.3% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -8.08% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,451 | $1,832-20.8% | $2,485-41.6% | $2,381-39.1% |
| Participant deferral / active EE | $3,153 | $3,145+0.3% | $3,852-18.1% | $3,470-9.1% |
| Admin fee / account holder | $1,850 | $4,667-60.4% | $6,675-72.3% | $4,888-62.2% |