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 | $18,585 | $180,449-89.7% | $154,107-87.9% | $135,375-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.19% | 888.09%-889.3pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,055 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $2,894 | $5,806-50.2% | $5,081-43.0% | $5,609-48.4% |
| Admin fee / account holder | $124,560 | $16,143+671.6% | $13,411+828.8% | $10,827+1050.5% |