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 | $7,067 | $198,466-96.4% | $170,442-95.9% | $147,584-95.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.70% | 257.29%-258.0pp | 205.93%-206.6pp | 578.55%-579.2pp |
| Employer contribution / active EE | $7,000 | $6,184+13.2% | $5,433+28.9% | $4,876+43.6% |
| Participant deferral / active EE | $15,300 | $5,629+171.8% | $4,939+209.7% | $5,439+181.3% |
| Admin fee / account holder | $20,542 | $16,852+21.9% | $13,880+48.0% | $10,885+88.7% |