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 | $19,248 | $99,079-80.6% | $77,999-75.3% | $273,961-93.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,335 | $3,308-29.4% | $2,470-5.5% | $4,869-52.0% |
| Participant deferral / active EE | $6,646 | $4,306+54.3% | $3,497+90.1% | $5,287+25.7% |
| Admin fee / account holder | $355 | $8,954-96.0% | $5,480-93.5% | $10,132-96.5% |