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 4-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 | $18,996 | $102,317-81.4% | $146,958-87.1% | $80,856-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 28.37% | 134.76%-106.4pp | 418.34%-390.0pp | 35.59%-7.2pp |
| Employer contribution / active EE | $1,542 | $3,713-58.5% | $4,933-68.7% | $2,755-44.0% |
| Participant deferral / active EE | $6,453 | $6,644-2.9% | $8,070-20.0% | $4,296+50.2% |
| Admin fee / account holder | $2,206 | $7,941-72.2% | $12,998-83.0% | $6,918-68.1% |