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 | $25,277 | $109,413-76.9% | $156,263-83.8% | $84,808-70.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.92% | 20.18%-8.3pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,289 | $2,907-55.7% | $4,333-70.3% | $2,631-51.0% |
| Participant deferral / active EE | $2,479 | $4,590-46.0% | $6,158-59.7% | $4,212-41.1% |
| Admin fee / account holder | $859 | $9,357-90.8% | $14,255-94.0% | $7,344-88.3% |