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 | $20,143 | $160,055-87.4% | $140,016-85.6% | $135,375-85.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.05% | 911.38%-914.4pp | 651.12%-654.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,756 | $6,420-57.1% | $5,606-50.8% | $4,779-42.3% |
| Participant deferral / active EE | $5,973 | $7,642-21.8% | $6,927-13.8% | $5,609+6.5% |
| Admin fee / account holder | $56,786 | $13,328+326.1% | $10,705+430.4% | $10,827+424.5% |