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 | $7,474 | $105,998-92.9% | $92,233-91.9% | $147,584-94.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.84% | 50.05%-43.2pp | 176.28%-169.4pp | 578.55%-571.7pp |
| Employer contribution / active EE | $7,882 | $4,333+81.9% | $3,679+114.2% | $4,876+61.6% |
| Participant deferral / active EE | $1,584 | $4,478-64.6% | $3,897-59.3% | $5,439-70.9% |
| Admin fee / account holder | $10,443 | $6,332+64.9% | $5,194+101.1% | $10,885-4.1% |