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 | $25,802 | $181,894-85.8% | $156,549-83.5% | $273,961-90.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.91% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $2,330 | $6,248-62.7% | $5,501-57.6% | $4,869-52.1% |
| Participant deferral / active EE | $2,200 | $5,550-60.4% | $4,871-54.8% | $5,287-58.4% |
| Admin fee / account holder | $3,606 | $15,559-76.8% | $13,027-72.3% | $10,132-64.4% |