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 | $10,528 | $217,402-95.2% | $185,823-94.3% | $167,490-93.7% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 6.63% | 148.36%-141.7pp | 122.05%-115.4pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,512 | $5,873-74.3% | $5,167-70.7% | $4,837-68.7% |
| Participant deferral / active EE | $3,541 | $6,356-44.3% | $5,568-36.4% | $6,341-44.2% |
| Admin fee / account holder | $5,870 | $19,811-70.4% | $16,237-63.9% | $12,309-52.3% |