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 | $10,940 | $105,998-89.7% | $92,233-88.1% | $147,584-92.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 9.65% | 50.05%-40.4pp | 176.28%-166.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,517 | $4,333-65.0% | $3,679-58.8% | $4,876-68.9% |
| Participant deferral / active EE | $3,954 | $4,478-11.7% | $3,897+1.5% | $5,439-27.3% |
| Admin fee / account holder | $773 | $6,332-87.8% | $5,194-85.1% | $10,885-92.9% |