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.)
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 | $17,293 | $171,865-89.9% | $149,718-88.4% | $147,584-88.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.88% | 2113.22%-2092.3pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,724 | $6,275-56.6% | $5,445-50.0% | $4,876-44.1% |
| Participant deferral / active EE | $3,189 | $7,271-56.1% | $6,569-51.5% | $5,439-41.4% |
| Admin fee / account holder | $1,809 | $13,799-86.9% | $11,283-84.0% | $10,885-83.4% |