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 | $11,238 | $198,466-94.3% | $170,442-93.4% | $147,584-92.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 4.45% | 257.29%-252.8pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $11,899 | $6,184+92.4% | $5,433+119.0% | $4,876+144.0% |
| Participant deferral / active EE | $6,497 | $5,629+15.4% | $4,939+31.5% | $5,439+19.5% |
| Admin fee / account holder | $227,417 | $16,852+1249.5% | $13,880+1538.4% | $10,885+1989.2% |