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 | $10,733 | $84,696-87.3% | $75,696-85.8% | $167,490-93.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.43% | 199.36%-189.9pp | 104.53%-95.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,242 | $3,230-61.5% | $2,743-54.7% | $4,837-74.3% |
| Participant deferral / active EE | $1,370 | $4,580-70.1% | $3,821-64.2% | $6,341-78.4% |
| Admin fee / account holder | $4,705 | $5,355-12.1% | $3,619+30.0% | $12,309-61.8% |