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 | $18,834 | $180,449-89.6% | $154,107-87.8% | $135,375-86.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -3.48% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,250 | $6,035-62.7% | $5,298-57.5% | $4,779-52.9% |
| Participant deferral / active EE | $3,804 | $5,806-34.5% | $5,081-25.1% | $5,609-32.2% |
| Admin fee / account holder | $26,922 | $16,143+66.8% | $13,411+100.7% | $10,827+148.7% |