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 | $15,859 | $91,552-82.7% | $133,956-88.2% | $79,858-80.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 9.80% | 61.85%-52.0pp | 45.09%-35.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $648 | $2,384-72.8% | $3,919-83.5% | $2,471-73.8% |
| Participant deferral / active EE | $3,388 | $3,733-9.3% | $5,048-32.9% | $3,740-9.4% |
| Admin fee / account holder | $1,774 | $6,321-71.9% | $8,927-80.1% | $5,306-66.6% |