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 | $12,874 | $150,440-91.4% | $136,294-90.6% | $147,584-91.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.98% | 1049.08%-1029.1pp | 5155.94%-5136.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,446 | $5,256-72.5% | $4,695-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $3,666 | $6,630-44.7% | $6,247-41.3% | $5,439-32.6% |
| Admin fee / account holder | $1,011 | $10,905-90.7% | $9,243-89.1% | $10,885-90.7% |