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 | $13,124 | $135,635-90.3% | $110,238-88.1% | $135,375-90.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -15.61% | 513.19%-528.8pp | 314.74%-330.4pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,638 | $4,906-46.2% | $3,826-31.1% | $4,779-44.8% |
| Participant deferral / active EE | $8,196 | $5,506+48.8% | $4,672+75.4% | $5,609+46.1% |
| Admin fee / account holder | $314 | $11,457-97.3% | $8,547-96.3% | $10,827-97.1% |