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 | $25,809 | $168,632-84.7% | $147,614-82.5% | $125,391-79.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.60% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,035 | $6,252-51.5% | $5,564-45.5% | $4,866-37.6% |
| Participant deferral / active EE | $4,302 | $5,507-21.9% | $4,895-12.1% | $5,352-19.6% |
| Admin fee / account holder | $13,546 | $13,580-0.2% | $11,611+16.7% | $9,540+42.0% |