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 | $26,212 | $202,318-87.0% | $172,739-84.8% | $152,861-82.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.32% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $8,894 | $5,856+51.9% | $5,143+72.9% | $4,762+86.8% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $8,673 | $17,109-49.3% | $13,954-37.8% | $11,596-25.2% |