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 6-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 | $10,068 | $190,805-94.7% | $159,960-93.7% | $134,475-92.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.64% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,182 | $4,995-56.3% | $4,226-48.4% | $4,740-54.0% |
| Participant deferral / active EE | $2,347 | $6,923-66.1% | $6,182-62.0% | $6,400-63.3% |
| Admin fee / account holder | $493 | $10,471-95.3% | $8,698-94.3% | $11,426-95.7% |