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 | $17,374 | $209,411-91.7% | $178,490-90.3% | $158,922-89.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.22% | 188.75%-197.0pp | 151.07%-159.3pp | 302.83%-311.0pp |
| Employer contribution / active EE | $1,787 | $5,706-68.7% | $5,011-64.3% | $4,761-62.5% |
| Participant deferral / active EE | $5,557 | $5,954-6.7% | $5,202+6.8% | $5,982-7.1% |
| Admin fee / account holder | $18,327 | $17,074+7.3% | $13,984+31.1% | $11,246+63.0% |