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 | $13,677 | $71,050-80.8% | $93,606-85.4% | $80,856-83.1% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 9.82% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,853 | $1,564+18.5% | $2,420-23.4% | $2,755-32.7% |
| Participant deferral / active EE | $3,880 | $4,034-3.8% | $4,411-12.0% | $4,296-9.7% |
| Admin fee / account holder | $2,613 | $6,945-62.4% | $8,285-68.5% | $6,918-62.2% |