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 | $18,076 | $81,208-77.7% | $98,907-81.7% | $79,858-77.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.55% | 60.99%-45.4pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,990 | $1,960+1.6% | $2,689-26.0% | $2,471-19.4% |
| Participant deferral / active EE | $2,844 | $3,265-12.9% | $4,244-33.0% | $3,740-24.0% |
| Admin fee / account holder | $3,137 | $6,013-47.8% | $6,642-52.8% | $5,306-40.9% |