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 | $13,253 | $84,233-84.3% | $170,442-92.2% | $70,131-81.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.02% | 23.06%-14.0pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $500 | $3,387-85.2% | $5,433-90.8% | $2,342-78.7% |
| Participant deferral / active EE | $2,052 | $3,086-33.5% | $4,939-58.5% | $3,332-38.4% |
| Admin fee / account holder | $1,153 | $5,698-79.8% | $13,880-91.7% | $4,645-75.2% |