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 | $25,294 | $160,055-84.2% | $140,016-81.9% | $135,375-81.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.51% | 911.38%-914.9pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,751 | $6,420-72.7% | $5,606-68.8% | $4,779-63.4% |
| Participant deferral / active EE | $3,583 | $7,642-53.1% | $6,927-48.3% | $5,609-36.1% |
| Admin fee / account holder | $16,814 | $13,328+26.2% | $10,705+57.1% | $10,827+55.3% |