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 | $11,457 | $105,998-89.2% | $92,233-87.6% | $147,584-92.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.03% | 50.05%-40.0pp | 176.28%-166.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $2,299 | $4,333-46.9% | $3,679-37.5% | $4,876-52.9% |
| Participant deferral / active EE | $3,922 | $4,478-12.4% | $3,897+0.7% | $5,439-27.9% |
| Admin fee / account holder | $1,781 | $6,332-71.9% | $5,194-65.7% | $10,885-83.6% |