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 | $27,524 | $168,632-83.7% | $147,614-81.4% | $125,391-78.0% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -2.29% | 77.65%-79.9pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $5,384 | $6,252-13.9% | $5,564-3.2% | $4,866+10.6% |
| Participant deferral / active EE | $3,450 | $5,507-37.4% | $4,895-29.5% | $5,352-35.5% |
| Admin fee / account holder | $330 | $13,580-97.6% | $11,611-97.2% | $9,540-96.5% |