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 | $8,831 | $150,440-94.1% | $136,294-93.5% | $147,584-94.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.66% | 1049.08%-1023.4pp | 5155.94%-5130.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,180 | $5,256-58.5% | $4,695-53.6% | $4,876-55.3% |
| Participant deferral / active EE | $4,185 | $6,630-36.9% | $6,247-33.0% | $5,439-23.1% |
| Admin fee / account holder | $1,710 | $10,905-84.3% | $9,243-81.5% | $10,885-84.3% |