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 | $19,743 | $72,492-72.8% | $87,100-77.3% | $72,985-72.9% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 14.61% | 24.46%-9.8pp | 28.19%-13.6pp | 81.00%-66.4pp |
| Employer contribution / active EE | $851 | $1,894-55.1% | $2,521-66.3% | $2,440-65.1% |
| Participant deferral / active EE | $1,550 | $3,270-52.6% | $4,049-61.7% | $3,607-57.0% |
| Admin fee / account holder | $4,071 | $5,055-19.5% | $7,497-45.7% | $5,124-20.6% |