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 | $15,315 | $70,587-78.3% | $124,672-87.7% | $85,850-82.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 18.19% | 20688.83%-20670.6pp | 5142.93%-5124.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,217 | $1,913+15.8% | $3,324-33.3% | $2,565-13.6% |
| Participant deferral / active EE | $3,584 | $2,969+20.7% | $4,614-22.3% | $3,952-9.3% |
| Admin fee / account holder | $1,749 | $5,282-66.9% | $7,493-76.7% | $6,260-72.1% |