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 | $14,423 | $105,859-86.4% | $90,160-84.0% | $147,584-90.2% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.4pp | 82.8%+5.4pp |
| Annual return | 2.59% | 37.63%-35.0pp | 34.88%-32.3pp | 578.55%-576.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,453 | $5,733-22.3% | $5,288-15.8% | $5,439-18.1% |
| Admin fee / account holder | $645 | $8,046-92.0% | $5,943-89.1% | $10,885-94.1% |