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 | $21,924 | $160,055-86.3% | $140,016-84.3% | $135,375-83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.14% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,881 | $6,420-55.1% | $5,606-48.6% | $4,779-39.7% |
| Participant deferral / active EE | $3,089 | $7,642-59.6% | $6,927-55.4% | $5,609-44.9% |
| Admin fee / account holder | $651 | $13,328-95.1% | $10,705-93.9% | $10,827-94.0% |