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 | $23,392 | $76,367-69.4% | $93,606-75.0% | $72,985-67.9% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.5%+27.7pp |
| Annual return | 9.77% | 25.82%-16.0pp | 32.76%-23.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $978 | $2,275-57.0% | $2,718-64.0% | $2,440-59.9% |
| Participant deferral / active EE | $2,531 | $3,538-28.5% | $4,069-37.8% | $3,607-29.8% |
| Admin fee / account holder | $5,099 | $6,838-25.4% | $7,888-35.4% | $5,124-0.5% |