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 | $15,487 | $168,632-90.8% | $147,614-89.5% | $125,391-87.6% |
| Participation rate | 95.2% | 88.8%+6.5pp | 84.6%+10.6pp | 83.2%+12.0pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,254 | $6,252-63.9% | $5,564-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $1,916 | $5,507-65.2% | $4,895-60.9% | $5,352-64.2% |
| Admin fee / account holder | $1,157 | $13,580-91.5% | $11,611-90.0% | $9,540-87.9% |