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 | $22,519 | $160,055-85.9% | $140,016-83.9% | $135,375-83.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -2.32% | 911.38%-913.7pp | 651.12%-653.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,704 | $6,420-73.5% | $5,606-69.6% | $4,779-64.4% |
| Participant deferral / active EE | $4,051 | $7,642-47.0% | $6,927-41.5% | $5,609-27.8% |
| Admin fee / account holder | $19,602 | $13,328+47.1% | $10,705+83.1% | $10,827+81.0% |