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 | $10,497 | $60,124-82.5% | $90,404-88.4% | $79,858-86.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.58% | 71.94%-65.4pp | 1293.02%-1286.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,289 | $2,068-37.6% | $3,262-60.5% | $2,471-47.8% |
| Participant deferral / active EE | $1,624 | $2,938-44.7% | $3,963-59.0% | $3,740-56.6% |
| Admin fee / account holder | $788 | $3,976-80.2% | $5,611-86.0% | $5,306-85.2% |