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 | $14,608 | $50,958-71.3% | $74,550-80.4% | $64,186-77.2% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.1%+6.7pp | 69.6%+6.3pp |
| Annual return | -9.81% | -1.86%-8.0pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,347 | $1,115+110.4% | $1,961+19.7% | $2,381-1.4% |
| Participant deferral / active EE | $3,928 | $2,301+70.7% | $3,108+26.4% | $3,470+13.2% |
| Admin fee / account holder | $5,166 | $4,223+22.3% | $5,060+2.1% | $4,888+5.7% |