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 | $19,999 | $150,440-86.7% | $136,294-85.3% | $147,584-86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.80% | 1049.08%-1025.3pp | 5155.94%-5132.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $3,996 | $5,256-24.0% | $4,695-14.9% | $4,876-18.1% |
| Participant deferral / active EE | $6,812 | $6,630+2.7% | $6,247+9.0% | $5,439+25.3% |
| Admin fee / account holder | $1,723 | $10,905-84.2% | $9,243-81.4% | $10,885-84.2% |