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 | $14,350 | $185,200-92.3% | $142,863-90.0% | $167,490-91.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.24% | 8555.70%-8541.5pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,453 | $5,604-56.2% | $4,144-40.8% | $4,837-49.3% |
| Participant deferral / active EE | $3,751 | $4,494-16.5% | $3,837-2.2% | $6,341-40.8% |
| Admin fee / account holder | $9,472 | $8,031+17.9% | $6,560+44.4% | $12,309-23.0% |