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 | $14,146 | $190,805-92.6% | $159,960-91.2% | $134,475-89.5% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -12.60% | 552.23%-564.8pp | 408.60%-421.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,567 | $4,995-48.6% | $4,226-39.3% | $4,740-45.8% |
| Participant deferral / active EE | $4,217 | $6,923-39.1% | $6,182-31.8% | $6,400-34.1% |
| Admin fee / account holder | $2,747 | $10,471-73.8% | $8,698-68.4% | $11,426-76.0% |