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 | $13,596 | $132,239-89.7% | $105,722-87.1% | $273,961-95.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 1.35% | 10.07%-8.7pp | 12.25%-10.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,892 | $4,867-61.1% | $4,079-53.6% | $4,869-61.1% |
| Participant deferral / active EE | $4,980 | $6,233-20.1% | $5,326-6.5% | $5,287-5.8% |
| Admin fee / account holder | $3,485 | $12,032-71.0% | $8,308-58.1% | $10,132-65.6% |