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 | $14,198 | $209,411-93.2% | $178,490-92.0% | $158,922-91.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.31% | 188.75%-186.4pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $2,381 | $5,706-58.3% | $5,011-52.5% | $4,761-50.0% |
| Participant deferral / active EE | $10,134 | $5,954+70.2% | $5,202+94.8% | $5,982+69.4% |
| Admin fee / account holder | $21,715 | $17,074+27.2% | $13,984+55.3% | $11,246+93.1% |