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 | $19,773 | $168,632-88.3% | $147,614-86.6% | $125,391-84.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $4,048 | $6,252-35.3% | $5,564-27.2% | $4,866-16.8% |
| Participant deferral / active EE | $2,761 | $5,507-49.9% | $4,895-43.6% | $5,352-48.4% |
| Admin fee / account holder | $5,625 | $13,580-58.6% | $11,611-51.6% | $9,540-41.0% |