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 | $15,479 | $168,632-90.8% | $147,614-89.5% | $125,391-87.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.14% | 77.65%-86.8pp | 61.98%-71.1pp | 282.22%-291.4pp |
| Employer contribution / active EE | $4,346 | $6,252-30.5% | $5,564-21.9% | $4,866-10.7% |
| Participant deferral / active EE | $7,071 | $5,507+28.4% | $4,895+44.5% | $5,352+32.1% |
| Admin fee / account holder | $302 | $13,580-97.8% | $11,611-97.4% | $9,540-96.8% |