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 7-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 | $19,034 | $183,963-89.7% | $162,163-88.3% | $152,861-87.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,522 | $6,371-29.0% | $5,614-19.4% | $4,762-5.0% |
| Participant deferral / active EE | $11,511 | $8,034+43.3% | $7,298+57.7% | $5,850+96.8% |
| Admin fee / account holder | $3,098 | $13,121-76.4% | $10,843-71.4% | $11,596-73.3% |