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 | $14,075 | $95,971-85.3% | $74,550-81.1% | $135,375-89.6% |
| Participation rate | 77.3% | 75.7%+1.6pp | 69.1%+8.1pp | 82.6%-5.4pp |
| Annual return | -7.13% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,176 | $2,716-56.7% | $1,961-40.0% | $4,779-75.4% |
| Participant deferral / active EE | $1,846 | $3,843-52.0% | $3,108-40.6% | $5,609-67.1% |
| Admin fee / account holder | $733 | $6,522-88.8% | $5,060-85.5% | $10,827-93.2% |