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 9-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 | $12,911 | $129,942-90.1% | $104,294-87.6% | $134,475-90.4% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -18.18% | 42.03%-60.2pp | 24.61%-42.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,639 | $4,184-60.8% | $3,372-51.4% | $4,740-65.4% |
| Participant deferral / active EE | $3,070 | $5,588-45.1% | $4,625-33.6% | $6,400-52.0% |
| Admin fee / account holder | $1,559 | $9,323-83.3% | $7,339-78.8% | $11,426-86.4% |