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 | $9,905 | $77,813-87.3% | $123,544-92.0% | $64,186-84.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -9.50% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,568 | $3,014-48.0% | $4,628-66.1% | $2,381-34.1% |
| Participant deferral / active EE | $2,297 | $5,240-56.2% | $6,426-64.3% | $3,470-33.8% |
| Admin fee / account holder | $1,514 | $5,519-72.6% | $9,284-83.7% | $4,888-69.0% |