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 | $12,692 | $65,082-80.5% | $81,367-84.4% | $59,632-78.7% |
| Participation rate | 72.1% | 76.0%-3.9pp | 82.3%-10.2pp | 68.7%+3.4pp |
| Annual return | 171.74% | 1.16%+170.6pp | -0.92%+172.7pp | 2041.28%-1869.5pp |
| Employer contribution / active EE | $2,030 | $2,934-30.8% | $3,930-48.3% | $2,203-7.8% |
| Participant deferral / active EE | $3,824 | $4,083-6.3% | $5,383-29.0% | $3,192+19.8% |
| Admin fee / account holder | $398 | $7,582-94.8% | $8,926-95.5% | $4,297-90.7% |