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 | $28,436 | $78,705-63.9% | $117,854-75.9% | $70,131-59.5% |
| Participation rate | 75.9% | 73.2%+2.7pp | 79.7%-3.8pp | 69.5%+6.3pp |
| Annual return | 12.22% | 23.30%-11.1pp | 335.08%-322.9pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,817 | $2,223-18.3% | $3,786-52.0% | $2,342-22.4% |
| Participant deferral / active EE | $4,311 | $3,297+30.7% | $4,482-3.8% | $3,332+29.4% |
| Admin fee / account holder | $29,694 | $5,065+486.2% | $8,020+270.2% | $4,645+539.2% |