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 | $16,352 | $197,825-91.7% | $155,790-89.5% | $125,391-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.53% | 86.74%-90.3pp | 71.54%-75.1pp | 282.22%-285.8pp |
| Employer contribution / active EE | $848 | $4,847-82.5% | $3,836-77.9% | $4,866-82.6% |
| Participant deferral / active EE | $1,740 | $5,630-69.1% | $4,797-63.7% | $5,352-67.5% |
| Admin fee / account holder | $986 | $9,545-89.7% | $7,478-86.8% | $9,540-89.7% |