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 | $10,060 | $133,958-92.5% | $112,228-91.0% | $134,475-92.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -6.06% | 47.11%-53.2pp | 27.45%-33.5pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,613 | $4,038-60.1% | $3,635-55.6% | $4,740-66.0% |
| Participant deferral / active EE | $14,785 | $5,291+179.5% | $4,728+212.7% | $6,400+131.0% |
| Admin fee / account holder | $19,639 | $7,489+162.3% | $6,410+206.4% | $11,426+71.9% |