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 | $25,123 | $168,632-85.1% | $147,614-83.0% | $125,391-80.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.11% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,636 | $6,252-73.8% | $5,564-70.6% | $4,866-66.4% |
| Participant deferral / active EE | $3,826 | $5,507-30.5% | $4,895-21.8% | $5,352-28.5% |
| Admin fee / account holder | $1,284 | $13,580-90.5% | $11,611-88.9% | $9,540-86.5% |