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 | $6,529 | $99,640-93.4% | $86,436-92.4% | $134,475-95.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 6782.58%-6799.7pp | 4394.89%-4412.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,507 | $4,400-43.0% | $3,769-33.5% | $4,740-47.1% |
| Participant deferral / active EE | $2,783 | $7,246-61.6% | $6,952-60.0% | $6,400-56.5% |
| Admin fee / account holder | $2,302 | $8,371-72.5% | $6,731-65.8% | $11,426-79.9% |