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 | $10,329 | $62,672-83.5% | $185,117-94.4% | $70,131-85.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.10% | 40.79%-30.7pp | 40.50%-30.4pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,569 | $1,753-10.5% | $4,182-62.5% | $2,342-33.0% |
| Participant deferral / active EE | $1,346 | $3,272-58.8% | $5,045-73.3% | $3,332-59.6% |
| Admin fee / account holder | $2,774 | $3,932-29.5% | $8,159-66.0% | $4,645-40.3% |