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 8-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 | $17,293 | $165,984-89.6% | $164,813-89.5% | $145,922-88.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.52% | 100.03%-46.5pp | 69.93%-16.4pp | 561.29%-507.8pp |
| Employer contribution / active EE | $2,140 | $5,273-59.4% | $4,341-50.7% | $4,660-54.1% |
| Participant deferral / active EE | $3,419 | $6,959-50.9% | $6,031-43.3% | $6,688-48.9% |
| Admin fee / account holder | $8,742 | $16,648-47.5% | $12,690-31.1% | $13,397-34.7% |