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 | $18,674 | $135,635-86.2% | $110,238-83.1% | $135,375-86.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.69% | 513.19%-519.9pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $947 | $4,906-80.7% | $3,826-75.2% | $4,779-80.2% |
| Participant deferral / active EE | $2,582 | $5,506-53.1% | $4,672-44.7% | $5,609-54.0% |
| Admin fee / account holder | $1,363 | $11,457-88.1% | $8,547-84.0% | $10,827-87.4% |