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 8-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 | $10,906 | $167,484-93.5% | $151,611-92.8% | $134,475-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.51% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,952 | $6,829-42.1% | $6,166-35.9% | $4,740-16.6% |
| Participant deferral / active EE | $14,484 | $8,986+61.2% | $8,363+73.2% | $6,400+126.3% |
| Admin fee / account holder | $36,336 | $13,783+163.6% | $11,616+212.8% | $11,426+218.0% |