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 | $21,503 | $150,440-85.7% | $136,294-84.2% | $147,584-85.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -16.00% | 1049.08%-1065.1pp | 5155.94%-5171.9pp | 578.55%-594.5pp |
| Employer contribution / active EE | $5,189 | $5,256-1.3% | $4,695+10.5% | $4,876+6.4% |
| Participant deferral / active EE | $9,066 | $6,630+36.7% | $6,247+45.1% | $5,439+66.7% |
| Admin fee / account holder | $895 | $10,905-91.8% | $9,243-90.3% | $10,885-91.8% |