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 | $15,380 | $171,865-91.1% | $149,718-89.7% | $147,584-89.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.32% | 2113.22%-2106.9pp | 1501.63%-1495.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $6,491 | $6,275+3.4% | $5,445+19.2% | $4,876+33.1% |
| Participant deferral / active EE | $7,364 | $7,271+1.3% | $6,569+12.1% | $5,439+35.4% |
| Admin fee / account holder | $455 | $13,799-96.7% | $11,283-96.0% | $10,885-95.8% |