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 | $9,380 | $90,503-89.6% | $78,689-88.1% | $273,961-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.66% | 75.60%-74.9pp | 62.18%-61.5pp | 41.45%-40.8pp |
| Employer contribution / active EE | $2,392 | $3,176-24.7% | $2,851-16.1% | $4,869-50.9% |
| Participant deferral / active EE | $1,119 | $3,901-71.3% | $3,517-68.2% | $5,287-78.8% |
| Admin fee / account holder | $3,476 | $5,263-34.0% | $4,510-22.9% | $10,132-65.7% |