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 | $17,416 | $82,664-78.9% | $125,339-86.1% | $68,494-74.6% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $939 | $3,381-72.2% | $4,814-80.5% | $2,596-63.8% |
| Participant deferral / active EE | $5,760 | $6,110-5.7% | $7,446-22.7% | $4,027+43.0% |
| Admin fee / account holder | $2,275 | $6,275-63.7% | $10,010-77.3% | $5,403-57.9% |