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 | $17,321 | $78,705-78.0% | $117,854-85.3% | $70,131-75.3% |
| Participation rate | 96.9% | 73.2%+23.7pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 10.43% | 23.30%-12.9pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,101 | $2,223-50.5% | $3,786-70.9% | $2,342-53.0% |
| Participant deferral / active EE | $2,632 | $3,297-20.2% | $4,482-41.3% | $3,332-21.0% |
| Admin fee / account holder | $2,044 | $5,065-59.7% | $8,020-74.5% | $4,645-56.0% |