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 | $24,228 | $91,552-73.5% | $133,956-81.9% | $79,858-69.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 7.62% | 61.85%-54.2pp | 45.09%-37.5pp | 31.71%-24.1pp |
| Employer contribution / active EE | $858 | $2,384-64.0% | $3,919-78.1% | $2,471-65.3% |
| Participant deferral / active EE | $2,527 | $3,733-32.3% | $5,048-49.9% | $3,740-32.4% |
| Admin fee / account holder | $10,258 | $6,321+62.3% | $8,927+14.9% | $5,306+93.3% |