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 | $13,333 | $65,365-79.6% | $92,893-85.6% | $72,985-81.7% |
| Participation rate | 95.9% | 68.3%+27.6pp | 76.0%+19.9pp | 69.5%+26.4pp |
| Annual return | 0.83% | 42.10%-41.3pp | 109.41%-108.6pp | 81.00%-80.2pp |
| Employer contribution / active EE | $1,020 | $2,594-60.7% | $3,653-72.1% | $2,440-58.2% |
| Participant deferral / active EE | $1,305 | $3,128-58.3% | $4,236-69.2% | $3,607-63.8% |
| Admin fee / account holder | $1,100 | $4,251-74.1% | $5,794-81.0% | $5,124-78.5% |