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 | $8,962 | $46,869-80.9% | $122,332-92.7% | $70,131-87.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.55% | 24.22%-12.7pp | 30.27%-18.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,144 | $1,288+66.5% | $4,050-47.1% | $2,342-8.5% |
| Participant deferral / active EE | $915 | $2,166-57.8% | $3,287-72.2% | $3,332-72.5% |
| Admin fee / account holder | $1,605 | $3,322-51.7% | $5,478-70.7% | $4,645-65.4% |