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 | $9,425 | $72,277-87.0% | $101,248-90.7% | $79,858-88.2% |
| Participation rate | 87.9% | 68.5%+19.5pp | 75.8%+12.1pp | 69.6%+18.3pp |
| Annual return | 5.25% | 22.30%-17.0pp | 46.47%-41.2pp | 31.71%-26.5pp |
| Employer contribution / active EE | $5,598 | $2,692+108.0% | $3,660+53.0% | $2,471+126.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,099 | $4,400+15.9% | $5,945-14.2% | $5,306-3.9% |