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 | $11,723 | $99,020-88.2% | $86,590-86.5% | $147,584-92.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 115.83% | 1312.34%-1196.5pp | 964.84%-849.0pp | 578.55%-462.7pp |
| Employer contribution / active EE | $2,564 | $3,132-18.1% | $2,839-9.7% | $4,876-47.4% |
| Participant deferral / active EE | $3,300 | $3,972-16.9% | $3,609-8.6% | $5,439-39.3% |
| Admin fee / account holder | $108,604 | $5,710+1801.9% | $4,906+2113.8% | $10,885+897.7% |