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 | $18,778 | $106,355-82.3% | $237,244-92.1% | $116,875-83.9% |
| Participation rate | 95.7% | 71.9%+23.8pp | 80.3%+15.4pp | 74.5%+21.1pp |
| Annual return | 5.00% | 17.03%-12.0pp | 4131.29%-4126.3pp | 16.29%-11.3pp |
| Employer contribution / active EE | $2,270 | $1,595+42.3% | $4,351-47.8% | $3,288-31.0% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,455 | $11,423-87.3% | $18,030-91.9% | $12,263-88.1% |