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 5-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 | $11,786 | $150,187-92.2% | $120,354-90.2% | $145,922-91.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 154.07%-141.0pp | 107.15%-94.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,835 | $4,348-34.8% | $3,463-18.1% | $4,660-39.2% |
| Participant deferral / active EE | $4,641 | $6,173-24.8% | $4,991-7.0% | $6,688-30.6% |
| Admin fee / account holder | $690 | $12,207-94.3% | $9,423-92.7% | $13,397-94.8% |