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 | $19,711 | $197,825-90.0% | $155,790-87.3% | $125,391-84.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.19% | 86.74%-86.5pp | 71.54%-71.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,383 | $4,847-71.5% | $3,836-64.0% | $4,866-71.6% |
| Participant deferral / active EE | $3,367 | $5,630-40.2% | $4,797-29.8% | $5,352-37.1% |
| Admin fee / account holder | $12,558 | $9,545+31.6% | $7,478+67.9% | $9,540+31.6% |