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 | $11,634 | $138,044-91.6% | $125,339-90.7% | $134,475-91.3% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -18.11% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,524 | $5,243-51.9% | $4,814-47.6% | $4,740-46.8% |
| Participant deferral / active EE | $5,590 | $7,799-28.3% | $7,446-24.9% | $6,400-12.6% |
| Admin fee / account holder | $1,704 | $11,571-85.3% | $10,010-83.0% | $11,426-85.1% |