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 | $19,814 | $180,449-89.0% | $154,107-87.1% | $135,375-85.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.03% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,603 | $6,035-56.9% | $5,298-50.9% | $4,779-45.5% |
| Participant deferral / active EE | $3,151 | $5,806-45.7% | $5,081-38.0% | $5,609-43.8% |
| Admin fee / account holder | $1,989 | $16,143-87.7% | $13,411-85.2% | $10,827-81.6% |