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 6-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 | $10,971 | $190,805-94.3% | $159,960-93.1% | $134,475-91.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -567.26% | 552.23%-1119.5pp | 408.60%-975.9pp | 417.96%-985.2pp |
| Employer contribution / active EE | $3,475 | $4,995-30.4% | $4,226-17.8% | $4,740-26.7% |
| Participant deferral / active EE | $14,201 | $6,923+105.1% | $6,182+129.7% | $6,400+121.9% |
| Admin fee / account holder | $5,949 | $10,471-43.2% | $8,698-31.6% | $11,426-47.9% |