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 | $20,829 | $70,428-70.4% | $96,562-78.4% | $85,850-75.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.96% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $529 | $1,413-62.6% | $2,356-77.5% | $2,565-79.4% |
| Participant deferral / active EE | $2,774 | $2,894-4.1% | $3,849-27.9% | $3,952-29.8% |
| Admin fee / account holder | $11,533 | $4,997+130.8% | $6,181+86.6% | $6,260+84.2% |