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 | $13,183 | $190,805-93.1% | $159,960-91.8% | $134,475-90.2% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -12.87% | 552.23%-565.1pp | 408.60%-421.5pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,598 | $4,995-68.0% | $4,226-62.2% | $4,740-66.3% |
| Participant deferral / active EE | $1,845 | $6,923-73.4% | $6,182-70.2% | $6,400-71.2% |
| Admin fee / account holder | $606 | $10,471-94.2% | $8,698-93.0% | $11,426-94.7% |