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 | $19,440 | $71,883-73.0% | $86,677-77.6% | $68,494-71.6% |
| Participation rate | 73.0% | 72.2%+0.7pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -19.76% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,080 | $2,173+41.8% | $2,836+8.6% | $2,596+18.6% |
| Participant deferral / active EE | $4,059 | $3,779+7.4% | $4,656-12.8% | $4,027+0.8% |
| Admin fee / account holder | $2,955 | $6,112-51.7% | $7,493-60.6% | $5,403-45.3% |