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 9-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 | $23,625 | $150,440-84.3% | $136,294-82.7% | $147,584-84.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.42% | 1049.08%-1048.7pp | 5155.94%-5155.5pp | 578.55%-578.1pp |
| Employer contribution / active EE | $1,173 | $5,256-77.7% | $4,695-75.0% | $4,876-76.0% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $11,123 | $10,905+2.0% | $9,243+20.3% | $10,885+2.2% |