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 | $2,814 | $189,613-98.5% | $167,512-98.3% | $142,382-98.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | -1.85% | 2024.68%-2026.5pp | 1615.79%-1617.6pp | 217.08%-218.9pp |
| Employer contribution / active EE | $827 | $4,349-81.0% | $3,882-78.7% | $4,299-80.8% |
| Participant deferral / active EE | $3,214 | $6,981-54.0% | $6,405-49.8% | $6,507-50.6% |
| Admin fee / account holder | $33,226 | $10,528+215.6% | $9,769+240.1% | $12,624+163.2% |