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 | $15,314 | $171,865-91.1% | $149,718-89.8% | $147,584-89.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.36% | 2113.22%-2089.9pp | 1501.63%-1478.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $1,857 | $6,275-70.4% | $5,445-65.9% | $4,876-61.9% |
| Participant deferral / active EE | $2,860 | $7,271-60.7% | $6,569-56.5% | $5,439-47.4% |
| Admin fee / account holder | $353 | $13,799-97.4% | $11,283-96.9% | $10,885-96.8% |