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 | $4,484 | $48,230-90.7% | $67,502-93.4% | $80,856-94.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.6%+12.4pp |
| Annual return | 9.32% | 18.28%-9.0pp | 3512.12%-3502.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $698 | $2,020-65.4% | $2,731-74.4% | $2,755-74.7% |
| Participant deferral / active EE | $1,399 | $2,924-52.1% | $4,000-65.0% | $4,296-67.4% |
| Admin fee / account holder | $2,317 | $3,681-37.1% | $3,998-42.0% | $6,918-66.5% |