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 | $13,000 | $138,065-90.6% | $123,544-89.5% | $135,375-90.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.28% | 153.68%-169.0pp | 119.20%-134.5pp | 519.73%-535.0pp |
| Employer contribution / active EE | $4,273 | $5,151-17.1% | $4,628-7.7% | $4,779-10.6% |
| Participant deferral / active EE | $5,824 | $6,799-14.3% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $1,694 | $10,916-84.5% | $9,284-81.8% | $10,827-84.4% |