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 | $23,276 | $72,492-67.9% | $87,100-73.3% | $72,985-68.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.82% | 24.46%-10.6pp | 28.19%-14.4pp | 81.00%-67.2pp |
| Employer contribution / active EE | $2,950 | $1,894+55.8% | $2,521+17.0% | $2,440+20.9% |
| Participant deferral / active EE | $2,655 | $3,270-18.8% | $4,049-34.4% | $3,607-26.4% |
| Admin fee / account holder | $531 | $5,055-89.5% | $7,497-92.9% | $5,124-89.6% |