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 | $26,179 | $80,968-67.7% | $96,544-72.9% | $75,163-65.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 7.15% | 27.06%-19.9pp | 25.84%-18.7pp | 160.62%-153.5pp |
| Employer contribution / active EE | $1,689 | $2,282-26.0% | $2,965-43.0% | $2,670-36.7% |
| Participant deferral / active EE | $1,786 | $3,928-54.5% | $4,851-63.2% | $4,125-56.7% |
| Admin fee / account holder | $43,460 | $6,724+546.3% | $8,252+426.6% | $5,651+669.1% |