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 | $14,389 | $171,865-91.6% | $149,718-90.4% | $147,584-90.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.95% | 2113.22%-2085.3pp | 1501.63%-1473.7pp | 578.55%-550.6pp |
| Employer contribution / active EE | $3,128 | $6,275-50.2% | $5,445-42.5% | $4,876-35.9% |
| Participant deferral / active EE | $6,428 | $7,271-11.6% | $6,569-2.2% | $5,439+18.2% |
| Admin fee / account holder | $430 | $13,799-96.9% | $11,283-96.2% | $10,885-96.0% |