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 7-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 | $19,003 | $59,417-68.0% | $93,606-79.7% | $74,495-74.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.93% | 81.83%-70.9pp | 133.20%-122.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,763 | $1,264+118.6% | $2,420+14.2% | $2,623+5.3% |
| Participant deferral / active EE | $2,453 | $3,050-19.6% | $4,411-44.4% | $4,346-43.6% |
| Admin fee / account holder | $1,298 | $3,021-57.0% | $8,285-84.3% | $1,942-33.2% |